Darcy McFadyen

Darcy joined BBR Partners in 2006 and is a Director of Operations, overseeing teams who work on trade and cash execution, reconciliation, pricing, performance, client reporting, and other aspects of data management for the firm. He has extensive knowledge of all aspects of maintaining investment data in BBR’s systems and in client investment accounts. Darcy […]

Benjamin S. Metzger

Benjamin joined BBR Partners in 2011 and is currently a Director of Portfolio and Wealth Advisory, working with clients to develop an overall financial strategy, managing their investments, and executing their wealth management plans. Benjamin has considerable experience working with cross-border families and managing large single stock and concentrated positions. Prior to joining BBR, Benjamin […]

Jonathan G. Miles

Jonathan joined BBR Partners in 2007 and is the Deputy Chief Operating Officer and Head of Human Resources. Jonathan focuses on organizational and strategic initiatives as well as managing BBR’s talent acquisition, retention and development strategies. He has experience in both Operations and HR, including compensation and benefits, training, employee relations, HR information systems, policies […]

Sarah E. Norris 

Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Chicago. Sarah works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Sarah is also a member of BBR’s Investment […]

William C. Page

Will joined BBR Partners in 2008 and is a Director of Investment Research. Will’s responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios.  He has […]

Justin R. Peterson

Justin joined BBR Partners in 2005 and worked in our New York office before opening our San Francisco location in 2011. Now Justin resides in Austin, Texas where he is a Director of Portfolio & Wealth Advisory, working with clients to develop their overall financial strategy and integrate their investment, tax and estate planning into […]

Brandon S. Pick

Brandon joined BBR Partners in 2009 and is a Director of Investment Research. His responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Brandon is […]

Steven D. Pressman

Steve joined BBR Partners in 2010 and is a Director of Portfolio & Wealth Advisory, working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Steve has extensive experience developing plans for families with complex financial structures, including those […]

Ryan K. Preston

Ryan Preston joined BBR Partners in 2008. He is a Director of Portfolio & Wealth Advisory, working closely with client families to design and manage their comprehensive wealth plans including investment strategies and integrated tax and estate planning. Ryan has advised individuals and families since 2004 and has extensive experience developing investment solutions to address […]

Jennifer N. Ray

Jennifer joined BBR Partners in 2007 and is Head of Innovation. Jennifer’s responsibilities include working closely with the Managing Partner to identify, develop, and execute strategies that continuously enhance BBR’s superior service for our client families. Prior to leading the innovation efforts of the firm, Jennifer was a Director of Portfolio & Wealth Advisory working […]