Jonathan P. Hoffman

Jonathan joined BBR Partners in 2019 and is the Director of Brand Development. His responsibilities including 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 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 […]

Justin A. Molinaro

Justin joined BBR Partners in 2016 and is a Director of Investment Research. His 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 & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Justin is […]

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 […]