Jerry Hsieh

Jerry joined BBR Partners in 2019 as Vice President of Alternative Investment Administration and Accounting. Jerry’s responsibilities include tracking and accounting for 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 […]

Jordan R. Karen

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 C. Keating

Maureen joined BBR Partners in 2017 and is a Director of Portfolio Operations. Maureen’s responsibilities include overseeing the teams that handle trade execution, pricing, reconciliation and performance reporting of investments. Maureen is also a member of BBR’s Quality Management and Charitable Committees, and BBR Connect. Prior to joining BBR, Maureen was an Investor Services Manager […]

Cary M. Klivan

Cary joined BBR Partners in 2009 and is the Director of Tax & Accounting. Cary oversees the firm’s capital and operating budget, financial reporting and coordination with outside auditors. Cary has a deep understanding of fund operational risk and is a member of the team responsible for developing a framework for assessing operational risk among […]

Jonathan A. Levine

Jonathan joined BBR Partners in 2021 and is a Director of Information Technology.  He oversees all aspects of the firm’s critical IT infrastructure including networks, systems, cybersecurity and disaster recovery.  In addition, he assists with defining the firm’s IT strategy and roadmap. Prior to joining BBR, Jonathan worked for Soros Fund Management where he was […]

Kevin F. Mahon

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, […]

Gillian A. Minardi

Gillian joined BBR Partners in 2006 and is a Director of Portfolio & Wealth Administration. Gillian’s responsibilities include working with clients, managing the Client Administration team, and collaborating on projects. Prior to joining BBR, Gillian worked for HSBC as a Portfolio Administrator, supporting fund accountants in NAV calculations for hedge funds. Gillian graduated from Loyola […]

Anca Montuschi

Anca joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Her responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. She is also team lead and oversees several portfolio and […]

Rebecca Nachmani

Rebecca joined BBR Partners in 2019 and is the Director of Finance and Controller. In this role, she supports senior leadership in the management of the firm’s overall financial picture, including the accounting and financial reporting functions, budget and forecasting functions, operational analytics and strategic planning initiatives. Prior to joining BBR, Rebecca was the Director […]

Julia A. Panchot

Julia joined BBR Partners in 2017 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, Julia worked as an Analyst at Barclays Investment Bank […]