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 […]

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

Mackenzie joined BBR Partners in 2022 and is a Vice President of Data Solutions. Mackenzie leverages various technologies to support data efficiency and reliability across the firm, creating data quality checks to maintain the integrity of information and streamlining manual processes to improve operational efficiency. Mackenzie holds a Master of Science in Business Analytics degree […]