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 […]

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 Portfolio & Wealth Advisory. 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 […]

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 […]

David M. Choy

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 […]

Melody L. Clancy

Melody Joined BBR Partners in 2015 and is a Vice President of Portfolio & Wealth Advisory. Melody’s responsibilities include the administrative maintenance of existing client accounts by monitoring and executing transactions and providing tax and portfolio reporting to clients and their advisors. Prior to joining BBR, Melody worked in the JPMorgan Private Bank as a […]

Michael D. Darosa

Michael joined BBR Partners in 2020 and is a Vice President of Portfolio & Wealth Advisory. Michael’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, working with clients on day-to-day portfolio management issues and coordinating with external advisors. Prior to joining BBR, Michael was an Associate Advisor at […]