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 […]
Kristina joined BBR Partners in 2021 and is a Vice President 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 issues and coordinating with external advisors. Prior to joining BBR, Kristina was an Associate Portfolio […]
Chris joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory in BBR’s Chicago office. Chris’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, Chris […]
Nikita joined BBR Partners in 2021 and is a Vice President 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 issues and coordinating with external advisors. Prior to joining BBR, Nikita was a Vice President […]
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 VP 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 & Technology. […]
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 […]
Sean joined BBR Partners in 2017 and is a Vice President of Portfolio & Wealth Advisory. Sean’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 matters and coordinating with external advisors. Sean is also a member of BBR’s Charitable Committee. […]
Krystle joined BBR Partners in 2014 and is a Vice President of Portfolio Admin. Krystle’s responsibilities include valuing and reconciling direct alternative investments for clients, maintaining and reconciling BBR’s performance software, and finding boutique solutions for specific client reporting needs. Krystle also leads Pride @ BBR, BBR’s affinity group for LGBTQ+ employees. Prior to joining […]
Frank joined BBR Partners in 2022 and is a Vice President of Business Analysis. Frank’s responsibilities include working across the organization to define key project initiatives, application implementations and managing the project lifecycle. Prior to joining BBR, Frank was a Business Process Manager at Bed Bath & Beyond where he was a part of a […]