John P. Niles

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 […]

Julia A. Panchot

Julia joined BBR Partners in 2017 and is a Vice President of Portfolio & Wealth Advisory. Her 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, Julia worked as an Analyst at […]

Sean N. Pezza

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. […]

Bridget A. Ryan

Bridget joined BBR Partners in 2018 and is a Vice President of Operations. Bridget’s responsibilities include overseeing the Trading & Cash Team and managing Liquid & Illiquid client account activities. Bridget holds a Bachelor of Science in Finance from Fordham University. Prior to joining BBR, Bridget was an Account Administrator in Alternative Investment Services at […]

Carolyn J. Schnackenberg

Carolyn joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Carolyn’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 BBR, Carolyn worked as an Associate in […]

Jacob A. Seide

Jake joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Jake’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, Jake worked in Wealth Management at […]

Ari J. Shalit

Ari joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. Ari’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 and coordinating with external advisors. Prior to joining BBR, Ari was an Associate at Merrill […]

Sam A. Snider

Sam joined BBR Partners in 2018 and is a Vice President of Investment Research. His 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. Sam […]

Dylan T. Stroud

Dylan joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Dylan’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, Dylan worked as an Associate at […]

Denny J. Trice

Denny joined BBR Partners in 2022 as a Vice President of Systems Development. Denny’s responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to BBR, Denny worked as an independent contractor building process automation applications for various industries ranging from the Department of Defense to Fortune 500 companies, and brings […]