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 […]
Stephen joined BBR Partners in 2021 and is a Vice President of Data Solutions. Stephen supports the firm in ensuring data efficiency and reliability. He helps lead a team responsible for putting together monthly performance reports, running data quality checks, and liaising with the Investment Research team and Portfolio & Wealth Advisory team to ensure […]
Katerina joined BBR Partners in 2018 and is the Vice President of Brand and Business Development. Her responsibilities include developing and executing strategies to enhance brand equity, increase business opportunities, and strengthen the firm’s relationships with current and prospective clients. Prior to joining BBR, Katerina was a member of the Investor Relations team at The […]
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 […]
Angela joined BBR Partners in 2017 and is a Vice President of Trading. Her responsibilities include overseeing cash movements between client accounts and external accounts for trade related investments. Prior to joining BBR, Angela worked as an Account Administrator in Alternative Investment Services at The Bank of New York Mellon. Angela graduated as a scholar […]
Andrew joined BBR Partners in 2024 and is a Vice President of Project Management. Andrew supports the firm in guiding strategic projects from inception through completion. Prior to joining BBR, Andrew was a Project Manager at Amount and Valley Bank. Andrew holds a B.S. from Pennsylvania State University with a concentration in Information Sciences […]
Richard joined BBR Partners in 2020 and is a VP of Portfolio and Wealth. Prior to joining BBR, Richard was a VP within the Advisory Group at Muriel Siebert & Co., Inc. Richard holds a master’s degree from Florida State University with a concentration in International Affairs. Richard lives in New York City. He enjoys […]
John joined BBR Partners in 2020 and is a Vice President of Portfolio & Wealth Advisory. His 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, John was an Analyst in […]