Feroze joined BBR Partners in 2018 and is a Director of Portfolio Admin. Feroze’s responsibilities include valuing and reconciling all direct alternative investments to ensure they are reported accurately to clients. He also helps run the cash reconciliation portion of the Portfolio Administration team. Feroze graduated from The Lahore University of Management Sciences with majors […]
Matthew joined BBR Partners in 2019 and is a Director of Client Operations & Onboarding. Matthew’s responsibilities include working with BBR Partners clients and Wealth Advisory Teams to transition new family portfolios efficiently and properly to the firm. Matthew has extensive experience in executing and administering client investment portfolios. Matthew is also a member of […]
Stephen joined BBR Partners in 2019 and is a Director of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors. Prior to BBR, Stephen was a Portfolio Analyst at Merrill […]
Amanda joined BBR Partners in 2025 and serves as the firm’s Controller. In this role, she oversees the firm’s accounting and financial reporting functions and supports the CFO and senior leadership in driving finance operations and strategic initiatives. Prior to joining BBR, Amanda led technical accounting and financial reporting at a public FinTech company. She […]
Mike first joined BBR Partners in 2020, and is currently a Director of Portfolio & Wealth Advisory. Mike’s 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, Mike was an Associate Advisor […]
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 their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan. Deanna is also a member of BBR’s Compliance Committee. […]
Stephanie Diamond joined BBR Partners in 2021 and is the Director of Strategic Philanthropy. At BBR, Stephanie oversees wealth management solutions for clients, with a specialization in philanthropy, advising clients on how to achieve impact across the issues they care about most. Stephanie also oversees BBR’s firm-wide Impact initiatives. Prior to joining BBR, Stephanie was […]
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 […]
Josh joined BBR Partners in 2025 and is the Chief Financial Officer, working closely with senior management to execute the firm’s financial and strategic objectives. Josh has substantial experience in Finance and Accounting, working both with large public companies, smaller banks, and FinTech firms. Across all stops in his career, Josh has been working at […]
Regina joined BBR Partners in 2021 as their Director of Talent Acquisition. She is responsible for sourcing and recruiting efforts across the firm. For a decade prior, Regina worked as a trusted recruiter and advisor to many notable financial services firms in NYC. Regina holds a BFA in Musical Theatre from East Carolina University, where […]