Staci joined BBR in 2014 and is currently a Vice President and Senior Executive Assistant. In addition to supporting senior members of Portfolio & Wealth Advisory, she is the Manager of the Portfolio & Wealth Advisory admin team. Before joining BBR Partners, Staci was an Operations Assistant with E-Squared Hospitality where she helped open restaurants […]

Yan joined BBR Partners in 2018 and is a Vice President of Portfolio & Wealth Administration. Her responsibilities include monitoring transactions, processing new accounts, and preparing client account statements. Prior to joining BBR, Yan worked as a Client Services Associate at American Portfolios Financial Services. Yan holds a BBA in Marketing from Baruch College and […]