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 […]
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 […]
Feroze joined BBR Partners in 2018 and is a Vice President of Portfolio Admin. 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 […]
Chris joined BBR Partners in 2017 and is a Vice President of Data Solutions. Chris supports the firm in ensuring data efficiency and reliability. He helps lead a team 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 […]
Sarah joined BBR Partners in 2016 and is a Vice President of Portfolio & Wealth Administration. Sarah’s 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 […]
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 […]
Chris joined BBR Partners in 2024 and is a Vice President of Business Analysis. Chris’s responsibilities include working across the enterprise to define key initiatives, gather business requirements, manage application implementations, and the project delivery lifecycle. Prior to joining BBR, Chris was a Lead Business Analyst at Wells Fargo. Before that, he was an Assistant […]
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 […]
Dave joined BBR Partners in 2019 and is a Vice President of Alternative Investment Administration and Accounting. His responsibilities include preparing financial statements for BBR’s investment vehicles and overseeing its tax reporting function. Prior to joining BBR, Dave was a senior accountant at PwC, specializing in partnership taxation. Dave earned a BA at the University […]