Justine 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. In addition, she is also Department Head of the Client […]

Ari joined BBR Partners in 2019 and is a Director of Portfolio & Wealth Advisory. He originally joined the firm in 2019 as an Associate and became Vice President in 2021. Ari’s responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into […]

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. Prior to joining BBR Partners, […]

Dylan joined BBR Partners in 2021 and is a Director of Portfolio & Wealth Advisory. Dylan’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 issues and coordinating with external advisors. Prior to BBR, Dylan worked as an Associate at Simon […]

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 joined BBR Partners in 2011 and is a Director of Portfolio & Wealth Administration. Sonia’s 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. Prior to joining BBR, Sonia worked for Tradition Capital Management […]

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 […]

Nelson joined BBR in 2013 and is a Director of Information Technology. Nelson supports the internal staff with all technology related needs, including hardware, software, and long-term projects for the firm. Prior to joining BBR, Nelson was an IT intern at the United States District Court. Nelson holds a BA in Computer Information Systems from […]

Sarah joined BBR Partners in 2016 and is a Vice President of Portfolio & Wealth Administration. Sarah’s responsibilities include building new client relationships and ongoing maintenance & administration of client accounts. Sarah interfaces with custodians, accountants, and other service providers while promoting a culture of high-quality service for our client families. Prior to joining BBR, […]

Kevin joined BBR Partners in 2011 and is a Vice President of Portfolio Admin. Kevin’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated reporting to clients and their advisors. Prior to joining BBR, Kevin was a Portfolio Administrator at Ogorek Wealth Management, where […]