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 […]

Alan Raboy

Alan joined BBR Partners in 2018 and is the Director of Finance and Chief Financial Officer. Alan oversees the firm’s capital and operating budget, financial reporting and coordination with outside auditors. Alan has a deep understanding of finance and accounting, strategy, and operations and is a member of the team responsible for ensuring strong internal […]

Justine E. Rocco

Justine joined BBR Partners in 2009 and is a Director of Client Administration. Justine tracks investment performance and maintains records for clients’ alternative investments. Prior to joining BBR, Justine worked as an Assistant Event Coordinator at Juvenile Diabetes Research Foundation, where she coordinated fundraising events and organized outreach. Justine holds a BA from James Madison […]

Megan A. Schwinger

Megan joined BBR Partners in 2012 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, Megan worked as an Investment Consulting Administrator at WTAS […]

Ryann A. Shure

Ryann joined BBR Partners in 2017 and is a Director of Human Resources. Ryann oversees the HR function including talent recruitment, retention, and employee engagement initiatives. She has experience in compensation and benefits, employee relations, policies and procedures, and organizational planning. She is also a member of BBR Connect. Prior to joining BBR, Ryann worked […]

Matthew Shapiro

Matthew joined BBR Partners in 2014 and is a Director and General Counsel, overseeing the firm’s legal affairs and advising on regulatory and compliance matters.  Matthew has substantial experience with complex corporate transactions, asset management, securities laws and investment adviser regulation. He is also a member of BBR’s Compliance Committee and Cybersecurity Committee. Prior to […]

Nicholas W. Squires

Nick joined BBR Partners in 2014 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 and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Nick is […]

Gazelle B. Summe

Gazelle Summe joined BBR Partners in 2021 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. Prior to joining BBR, Gazelle was a Senior Vice President, […]

Konstantin K. Tatarinov

Konstantin joined BBR Partners in 2014 and is a Director of Data Solutions. Konstantin supports the firm in ensuring data efficiency and reliability and is responsible for putting together monthly performance reports, running data quality checks, and liaising with the Research team and Portfolio & Wealth Advisory team to ensure that all information is reconciled. […]

Sonia D. Thorne

Sonia joined BBR Partners in 2011 and is a Director of Client Administration. Sonia’s responsibilities include overseeing the on-boarding process of new client relationships and working on client teams to monitor and execute cash and security transactions in client portfolios. Prior to joining BBR, Sonia worked for Tradition Capital Management as a Controller in addition […]