Matthew joined BBR Partners in 2019 and is a Director of Client Onboarding. Matthew’s responsibilities include working with BBR Partners clients and Wealth Advisory Teams to efficiently and properly transition new family portfolios to the firm. Matthew has extensive experience in executing and administering client investment portfolios. Prior to joining BBR, Matthew worked as a […]
Bradley first joined BBR Partners in 2014, and is currently a Director of Portfolio & Wealth Advisory. He joined the firm in 2014 as an Associate and became Vice President in 2016. After four years with BBR, Bradley briefly left BBR in 2018 to pursue his MBA at Columbia Business School. He graduated with Honors […]
Liz joined BBR Partners in 2018 and is a Director of Portfolio & Wealth Advisory. She 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. Prior to joining BBR, Liz was a Senior Client Relationship Specialist at Capital […]
Doug joined BBR Partners in 2012 and is currently the Director of Business Analysis at BBR Partners. His responsibilities include working with all departments to assess and enhance workflow and operational infrastructure, and serving as project manager for key operational initiatives. Prior to joining BBR, Doug was a Project Manager at Lazard Asset Management. Prior […]
Deanna joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Advisory in BBR’s Chicago office. She works with clients to develop an overall financial strategy and manages investment portfolios in a way that is integrated with tax and estate planning as a part of a cohesive wealth management plan. Deanna is […]
Stephanie Diamond joined BBR Partners in 2021 and is a Director, Impact Driven Client Solutions. Stephanie works with clients in their philanthropic process across varying practices to achieve impact across the issues they care about most. Prior to joining BBR, Stephanie was a Director, Charitable Planning Strategies at Schwab Charitable. She brings with her over […]
Kate joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Kate’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios, and providing consolidated reporting to clients and their advisors. Prior to joining BBR, Kate worked at The Ayco Company, a subsidiary of […]
Regina joined BBR Partners in 2021 as their Director of Talent Acquisition. She is responsible for running point on sourcing and recruiting efforts for the firm. Prior to joining, Regina worked with a variety of financial services clients as a trusted recruiter and advisor for almost a decade while at Green Key Resources. Regina holds […]
Maya joined BBR Partners in 2010 and is Director of Portfolio & Wealth Administration. She is responsible for the administrative on-boarding of new client relationships and the ongoing maintenance of existing client accounts. Maya was based out of the firm’s NY office for 4 years before moving to the SF office in March of 2014 […]
Stacy joined BBR Partners in 2023 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include 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. Prior to joining BBR, Stacy was a Director and Senior Portfolio […]