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 Partners 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 […]

Evan M. Roth

Evan founded BBR Partners in 2000 and currently serves as co-CEO, along with Brett Barth. Evan’s focus is establishing and executing the tone, culture and management structure of the firm along with setting and achieving BBR’s short and long-term goals. Evan is also a member of BBR’s Executive Committee and Investment Committee. Prior to founding […]

Sarah N. Rumph

Sarah joined BBR Partners in 2009 and is a Director of Investment Research. Her 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. In addition, […]

Todd C. Whitenack

Todd helped found BBR Partners in 2000 and is Co-Managing Partner of the firm, alongside Stephanie Gromek. Todd and Stephanie serve as the day-to-day leaders of the firm, responsible for meeting BBR’s business goals and driving innovation that work towards enhancing BBR’s service and investment management for our client families. Todd has over 20 years of […]

Kevin M. Widmaier

Kevin joined BBR Partners in 2016 and is the firm’s Head of Portfolio Management. He develops and leads the delivery of consistent investment management and portfolio solutions across the BBR client base. Kevin was previously a Director of Portfolio & Wealth Advisory, managing investment portfolios integrated with tax and estate planning as part of cohesive […]