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 […]

Robert G. Pierce

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 […]

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 Portfolio & Wealth 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 […]

Matthew Shapiro

Matthew joined BBR Partners in 2014 and is our 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 joining BBR […]

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, […]

Sonia D. Thorne

Sonia joined BBR Partners in 2011 and is a Director of Portfolio & Wealth 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 […]

Daniel P. Turner

Dan joined BBR Partners in 2017 and is a Director of Development & Engineering. His responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to joining BBR, Dan was a Senior Consultant with K2 followed by Principal Architect at Discover Technologies working on a variety of solutions for a range […]

Michael P. Wolson

Michael joined BBR Partners in 2016 and is a Director of Portfolio & Wealth Advisory. Michael has extensive experience working with clients to develop their financial strategy and manages complex investment portfolios in a way that is integrated with tax and estate planning as a part of a cohesive wealth management plan. Michael is one […]