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. […]
Jonathan joined BBR Partners in 2019 and is the Director of Brand Development. 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 […]
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 […]
Jordan joined BBR Partners in 2022 and is a Director of Portfolio & Wealth Advisory. His 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, Jordan worked as an executive for a […]
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 […]
Michael joined BBR Partners in 2024 and is Head of Development & Engineering. His responsibilities include leading the firm’s investment technologies as well as BBR’s investment research & client intelligence capabilities. Michael has extensive experience in quantitative finance and leading technology-driven investing organizations. Prior to joining BBR, Michael worked at Two Sigma Investments. Prior to […]
Kevin joined BBR Partners in 2019 and is a Director of Portfolio & Wealth Advisory. Kevin’s responsibilities 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, Kevin was a client advisor at WMS Partner, […]
Julie Melwani joined BBR Partners in 2023 and is a Director, Head of HR. In this role, Julie is responsible for developing and executing human resource strategies in support of the overall business plan and vision. Julie is also a member of BBR’s Operating Committee. Julie has substantial experience in Human Resources Management and Strategy […]