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 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 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 & 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 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 […]

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 has substantial experience in Human Resources Management and Strategy in financial services. Prior to joining BBR, Julie was […]

Gillian joined BBR Partners in 2006 and is a Director of Portfolio Admin & Reporting. 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 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 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 […]