Daniel P. Turner

Dan joined BBR Partners in 2017 and is a Director of Systems Development. 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 of […]

Michael P. Wolson

Michael joined BBR Partners in 2016 and is a Director of Portfolio & Wealth Advisory. He works with clients to develop their financial strategy and manages 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 of the firm’s Advisory […]

Feroze H. Ansari

Feroze joined BBR Partners in 2018 and is a Vice President of Operations. Feroze’s responsibilities include valuing and reconciling all direct alternative investments, to ensure they are reported accurately to clients. He also helps run the cash reconciliation portion of the Portfolio Administration team. Feroze graduated from The Lahore University of Management Sciences with majors […]

Joshua H. Asen

Josh joined BBR Partners in 2015 and is a Vice President of Portfolio & Wealth Advisory. Josh’s responsibilities focus on managing a client’s overall financial picture, working with clients on day-to-day portfolio management issues, and coordinating with external advisors. Josh holds an MBA from Columbia Business School and a BA in both Business and American […]

Chris Attardo

Chris joined BBR Partners in 2017 and is a Vice President of Data Solutions. Chris 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 Investment Research team and Portfolio & Wealth Advisory team to ensure that all information […]

Sarah B. Aurora

Sarah joined BBR Partners in 2016 and is a Vice President of Client Administration. Her responsibilities include on-boarding of new client relationships and the 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 M. Baren

Kevin joined BBR Partners in 2011 and is a Vice President of Operations. 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 he […]

Kerry A. Black

Kerry joined BBR Partners in 2022 and is a Vice President and Senior Executive Assistant supporting Co -CEO Brett Barth. Prior to joining BBR, Kerry was a member of the Investment Banking team at Mizuho Securities and prior to that was Head of International Advertising sales at Hearst Magazines International. Kerry holds a BA from […]

Stephen P. Cain

Stephen joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. His 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, Stephen was a Portfolio Analyst at […]

Clayton Y. Chang

Clayton joined BBR Partners in 2017 and is a Vice President of Portfolio & Wealth Advisory. His 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. Clayton holds a Bachelor of Arts from Colby College […]