BBR IN THE WEEDS — BBR’S INVESTMENT PHILOSOPHY: 25 YEARS AND LOOKING AHEAD Featuring Brett Barth, Robert Pierce, and Todd Whitenack April 2026 ____________________________________________________________________________________________ BBR Partners has been navigating markets, volatile and calm, for over 25 years. Over time, tactics have evolved, but our core principles have remained unchanged. BBR Partners Co-founders Brett Barth and […]
06
Apr
Apr
BBR’S EVAN ROTH FEATURED IN WEALTHMANAGEMENT.COM: AI’S ‘INVISIBLE EFFICIENCY’ IN WEALTH MANAGEMENT April 2026 __________________________________________________________________________________________ BBR’s Co‑Founder and Co‑CEO Evan Roth was featured in WealthManagement.com’s latest RIA Edge 100 coverage, sharing his perspective on how AI is shaping the future of advisory work. Evan spoke to BBR’s intentionally low client‑to‑advisor ratio and why greater efficiency […]
24
Mar
Mar
GAZELLE SUMME FEATURED IN THE VERDICT: ESTATE PLANNING THROUGH FILM EPISODE March 2026 __________________________________________________________________________________________ Here’s an interesting premise: The Talented Mr. Ripley as an estate planning case study. That’s the idea of The Verdict: Estate Planning Through Film, a podcast that unpacks trust, estate, and fiduciary issues through the lens of cinema. BBR’s Gazelle Summe, […]
10
Feb
Feb
PRIVATE PLACEMENT LIFE INSURANCE (PPLI) – A SOPHISTICATED TOOL TO ENHANCE FAMILY WEALTH PLANNING By Michael D. Darosa, Director of Portfolio & Wealth Advisory at BBR Partners, and Steven R. Katz, Partner and Director of Portfolio & Wealth Advisory at BBR Partners February 2026 __________________________________________________________________________________________ Wealthy families face a unique challenge: how to preserve and […]
14
Apr
Apr
2026 RIA Edge 100: Strategic, Sustainable Growth BBR Partners has been named to WealthManagement.com’s 2026 RIA Edge 100, a list that spotlights RIAs demonstrating intentional expansion through operational excellence and talent investment. The list was created in recognition of a meaningful shift in how leading firms define success. As consolidation accelerates and client expectations rise, […]
12
Jan
Jan
BREAKING UP IS HARD TO DO: HOW TO CHANGE YOUR TAX RESIDENCY FROM NEW YORK by Tim Noonan, Partner at Hodgson Russ with Benjamin Metzger, Partner and Director of Portfolio & Wealth Advisory at BBR Partners January 2026 As interest in changing tax residency from New York continues to grow, we’ve partnered with attorney and […]
06
Jan
Jan
BBR Partners Announces 2026 New Partners January 2026 We are pleased to announce the elevation of Brad Bernard, Jordan Karen, and Gillian Minardi, to Partner at BBR, effective January 1, 2026. Each embodies the values, purpose, and culture that have defined our firm for more than 25 years – the BBR difference. Brad joined BBR […]
29
Dec
Dec
A REFLECTION ON 25 YEARS by Brett Barth, Evan Roth, Stephanie Gromek, Todd Whitenack, and BBR Partners December 2025 Reaching a quarter century is an opportune time to take stock and clearly examine the path taken, with all its twists and turns. This feels especially fitting for a firm built with a long-term time horizon. […]
16
Dec
Dec
December 2025 As the year winds down, we wish you and yours a wonderful holiday season and a joyful New Year. We are excited to share our holiday video, which is especially meaningful as it marks the close of our 25th anniversary. We hope you enjoy!
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Oct
Oct
October 2025 We are thrilled to share a special 25th Anniversary edition of BBR-To-Go featuring Co-CEOs Brett Barth and Evan Roth and Co-Managing Partners Stephanie Gromek and Todd Whitenack, moderated by LinkedIn Editor-in-Chief Dan Roth. The conversation reflects on BBR’s 25-year journey of growth, our vision for the future, perspectives on remaining independent, our intentional […]