Nicole joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Administration. She communicates with clients and service providers, monitors transactions, processes new accounts, and prepares consolidated tax and portfolio reporting. Prior to joining BBR, Nicole was a Wealth Management Client Associate at Merrill Lynch. She graduated with honors from the […]

Melody Joined BBR Partners in 2015 and is a Vice President of Portfolio & Wealth Administration. 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 […]

Stephen joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio and 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 joining BBR, Stephen was a Vice President […]

Graham joined BBR Partners in 2020 and is a Vice President of Trading. Graham’s responsibilities include trade execution, portfolio rebalancing, and investment operations across client portfolios. He works closely with advisors, custodians, and fund managers to coordinate and execute complex client investment activities. Prior to joining BBR, Graham was an analyst in Northern Trust’s Hedge […]

Madison joined BBR Partners in 2022 and is a VP of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio and Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management and coordinating with external advisors. Prior to joining BBR, Madison was an Investment Consulting Associate at […]

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 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. […]

Gallagher joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Gallagher’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, Gallagher was an Analyst at Goldman […]

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 […]

Connor joined BBR Partners in 2021 and is a Vice President of Investment Research. Connor’s responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Connor […]