Neil L. Gladstone

Neil joined BBR Partners in 2021 and is a Vice President of Systems Development.  Neil’s responsibilities include dealing with BBR’s data needs throughout the company. Prior to BBR, Neil worked as a subcontractor for the federal government, building applications to support federal background checks.  He graduated with honors from Slippery Rock University with a BA […]

Ian G. Glinka

Ian joined BBR Partners in 2023 as Vice President of Systems Development. Ian’s responsibilities include architecting and maintaining BBR’s many data integration pipelines. Prior to joining BBR, Ian held several senior-level positions in Data Engineering roles, including work for a Federal Contractor that specializes in data processing for US Security Clearance background investigations, as well as […]

Jake M. Goldsmith

Jake joined BBR in 2018 and is a Vice President of Trading. Jake’s responsibilities include monitoring trade-related cash movements between client accounts and external accounts for investments in various asset classes. Prior to joining BBR, Jake worked at Oppenheimer & Co., as a Mutual Fund Operations Specialist, where he supported the mutual fund trading desk. […]

Mikaela J. Guiton

Mikaela joined BBR Partners in 2018 and is a Vice President and Senior Executive Assistant. In addition to supporting senior members of the Investment Research Team, she is the Admin Team Manager in the New York office. Prior to joining BBR full-time, Mikaela played Division I basketball at Manhattan College where she graduated with a […]

Nehal Gupta

Nehal joined BBR Partners in 2020 and is currently a Vice President of Innovation. Nehal identifies areas ripe for enhancement and develops and implements strategies for improvement so that BBR can meet its short and long term goals. Prior to joining BBR, Nehal was an Analyst at Novantas. Nehal graduated with a Masters in Engineering […]

Ravenn T. Haynes-Gashi

Ravenn joined BBR Partners in 2021 and is the Vice President of Client Onboarding. Her responsibilities include working with clients and Portfolio & Wealth Advisory Teams to smoothly and efficiently transition new family portfolios to the firm. Additionally, she also acts as point of contact to administrators to ensure the client’s private and illiquid investment […]

Matthew S. Herman

Matt joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. His 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, Matt was a partner at Herman & […]

Sophie L. Holt

Sophie joined BBR Partners in 2019 and is a Vice President of Investment Research. Sophie conducts projects for clients, analyzes client portfolios, and researches managers. Prior to joining BBR full-time, Sophie was a summer intern on the Investment Research team. Sophie graduated from the University of Virginia with a BA in Economics and Art History. […]

Julia F. Howell

Julia joined BBR Partners in 2015 and is a Vice President of Human Resources. Julia manages the development, operation, and advancement of HR Operations in Partnerhip with the Director of HR. Prior to joining BBR full-time, Julia was an intern on the HR team at BBR. She previously interned at the City of Jacksonville Employee […]

Laura M. Ilkiw

Laura joined BBR Partners in 2022 and is the Vice President of Learning and Development. Laura provides oversight of company-wide developmental needs and identifies and arranges training solutions for employees, including onboarding new employees, continuing education and training, and professional career path development for our employees. Prior to joining BBR, Laura was a professional development […]