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 […]
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 […]
Laura Narvaez joined BBR Partners in 2017 and is a Vice President of Client Onboarding. Her responsibilities include working with BBR Partners’ clients and Wealth Advisory Teams to transition new family portfolios efficiently and properly to the firm. Additionally, she manages the firm’s Offboarding process, serving as a resource for clients and colleagues navigating significant […]
Emily joined BBR Partners in 2020 and is a Vice President of Business Development. Her responsibilities include conducting projects for prospective clients, analyzing prospective client portfolios, and developing and executing strategies to demonstrate BBR value add for prospective clients. Emily is also a member of BBR’s Compliance Committee. Prior to joining BBR, Emily was an Analyst in the Private Bank at JPMorgan […]
Patrick joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Patrick’s 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, Patrick was an Associate Advisor […]