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 […]

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 partnership 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 […]

Michael joined BBR in 2021 and is a Vice President of Legal. His responsibilities at the firm include supporting the General Counsel and Chief Compliance Officer on legal and compliance matters. Michael is also a member of BBR’s Compliance Committee. Prior to joining BBR, Michael was at UBS, where he worked within the firm’s compliance […]

Marcia joined BBR Partners in 2015 and is a Vice President of Portfolio Admin. Her responsibilities include creating and maintaining security information, supervising the onboarding process of new illiquid assets, pricing liquid and illiquid assets, and performing quality checks to ensure that performance is accurately reported to clients. Prior to joining BBR, Marcia was a […]

Isabelle joined BBR Partners in 2026 and is a Vice President of Portfolio & Wealth Advisory. Isabelle supports 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 joining BBR, Isabelle was a Senior Associate on the […]

Jamal joined BBR Partners in 2026 and is a Vice President of Investment Analytics. His responsibilities include conducting projects for clients, generating actionable insights and advancing business objectives through research and analytics. Prior to joining BBR, Jamal was a Quantitative Researcher and Investment Strategist at Citigroup and Bank of America. He began his career as […]

Kerstin joined BBR Partners in 2019 and is the Vice President of Compliance. Her responsibilities include supporting the Chief Compliance Officer on legal and compliance matters concerning the firm. Kerstin is also a member of BBR’s Compliance Committee. Prior to joining BBR, Kerstin provided business and legal support at Cyber Power Systems (USA), Inc. and […]

Mimi joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. Mimi’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 joining BBR, Mimi was an Assistant Vice […]

Neil joined BBR Partners in 2026 and is a Vice President of Business Analysis. Neil’s responsibilities include working with Portfolio & Wealth Advisory to define key project initiatives, application implementations, and managing the project lifecycle. Prior to joining BBR, Neil was Director of Strategic Initiatives at Corbin Capital Partners, where he worked on cross-functional projects […]