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, […]
Michael joined BBR Partners in 2018 and is a Director of Fund Accounting. Michael’s responsibilities include tracking and accounting for investment performance for BBR pooled investment vehicles. Prior to joining BBR, Michael was a Senior Accountant at Schwartz & Company LLP (acquired by MGO), a boutique accounting firm specializing in accounting, audit and tax services […]
Matt joined BBR Partners in 2017 and is a Director of Data Solutions. In this role, Matt empowers teams across the firm to uncover actionable insights and support business objectives by developing analytical tools and methodologies. He is responsible for ensuring data efficiency and reliability, creating data quality checks to maintain the integrity of information […]
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 […]
Joel joined BBR Partners in 2025 and is a Director of Data Platforms, leading implementation and design of data platforms and data solutions throughout BBR. Joel has substantial experience in architecting Big Data solutions, with deep expertise in modern data technologies and data engineering practices. Prior to joining BBR, Joel held positions as data engineering […]
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 […]
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 […]
Sean joined BBR Partners in 2017 and is a Director of Portfolio & Wealth Advisory. Sean’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management matters and coordinating with external advisors. Prior to joining BBR, Sean was a Registered Associate at […]
Rob joined BBR Partners in 2023 as a Director on the Investment Research Team. As a Portfolio Strategist, Rob provides the Research team with macroeconomic insights, assists with building asset allocations and capital market expectations, and serves as a liaison to the Portfolio & Wealth Advisory team on investment opportunities, client asset allocations, and portfolio […]