Neil joined BBR Partners in 2021 and is a Director of Systems Development. Neil’s responsibilities will include dealing with BBRs data needs throughout the company. Prior to BBR, Neil worked as a subcontractor for the federal government, building applications to support federal background checks. He graduated with honors from Slippery Rock University with a BA […]

Maya joined BBR Partners in 2010 and is a Director of Portfolio & Wealth Administration. She is responsible for the operations and administrative maintenance of multigenerational client families. She is also a team lead who oversees several associates. Maya was based out of BBR’s NYC headquarters for 4 years before moving to the SF office […]

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. Stacy is also a board member of BBR’s firm-wide impact initiatives. […]

Sophie joined BBR Partners in 2019 and is a Director of Investment Research. Sophie’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. Prior to […]

Jonathan joined BBR Partners in 2019 and is the Chief Brand Officer. His responsibilities include leading the marketing and branding efforts of the firm. Jonathan is responsible for developing and executing strategies to increase business opportunities by creating external strategic communications, targeted market research, and supporting the Portfolio and Wealth Advisory team’s efforts to cultivate […]

Jerry joined BBR Partners in 2019 and is a Director of Alternative Investment Administration and Accounting. Jerry’s responsibilities include tracking and accounting investment performance for BBR pooled investment vehicles. Prior to joining BBR, Jerry held various positions at HSBC Securities Services in New York. Most recently, he was Vice President, Client Executive, where he covered […]

Laura joined BBR Partners in 2022 and is the Director of Learning and Development. Laura provides oversight of company-wide developmental needs and identifies training solutions for employees, including onboarding new employees, continuing education and training, and professional career path development. Prior to joining BBR, Laura worked in professional development for Point72 Asset Management, where she […]

Maureen joined BBR Partners in 2017 and is a Director of Portfolio Management & Trading. Maureen’s responsibilities include overseeing both the Trading & Cash and Portfolio Management teams which handle trade execution, trade-related cash movements between client accounts and external accounts, and managing liquid & illiquid trade activities across multiple asset classes. Maureen is also […]

Cary joined BBR Partners in 2009 and is the Director of Tax & Accounting. Cary oversees BBR’s Long Island office and manages the team responsible for the accounting and administration of BBR’s and clients’ pooled investment vehicles. Cary has a deep understanding of fund operational risk and is a member of the team responsible for […]

Eleonore first joined BBR Partners in 2018 and is currently a Director of Portfolio & Wealth Advisory. She joined the firm in 2018 and after 3 years, briefly left to pursue an opportunity in early-stage impact investing. She then subsequently returned to the firm in 2023. Her responsibilities include supporting Portfolio & Wealth Advisory Directors […]