Happy Holidays from BBR Partners!

December 2023 In trying times, community becomes especially important. In this season we are lifted up by supporting one another. We believe the BBR difference is our people. We hope this year’s video lends meaning and a bit of joviality to that statement. We wish you happy holidays and a joyful New Year!

BBR In the Weeds: Founders and Entrepreneurs

April 25th, 2023 We are pleased to share the newest chapter of BBR In The Weeds. It delves into planning strategies and techniques of specific benefit to founders and entrepreneurs. Featuring Ryan Preston, Partner, Director of Portfolio & Wealth Advisory and Michael Arlein, Partner at Patterson Belknap Webb & Tyler, LLP. Founders and entrepreneurs have unique needs. […]

Investing, In a Less Connected World

January 2023 We are pleased to share our perspective on deglobalization from Brett Barth (Co-CEO), Todd Whitenack (Co-Managing Partner), and Sophie Holt (Vice President of Investment Research). Investing in a Less Connected World Persistent Crises Test Globalization Over recent years, a number of developments have exposed the vulnerabilities of global integration; COVID, US-China tension, Russia’s […]

BBR To-Go Episode 8 — Multidimensional Impact with Stephanie Diamond and Sean Apgar

June 2022 Stephanie Diamond, our Director of Impact Driven Client Solutions, joined BBR to design and execute an innovative approach to philanthropic advising we call “Multidimensional Impact” (“MDI”). In the latest episode of BBR To-Go, Partner and Director of Portfolio & Wealth Advisory, Sean Apgar engages Stephanie in an informative dialogue on the fundamentals of MDI as […]

BBR To-Go Episode 6 — Jennifer Ray and Kat Rosqueta

At BBR Partners we are continuously evolving our thinking about philanthropy and social impact. We and our clients find ourselves tilting charitable efforts toward greater impact and action. It is with this lens that we present the latest installment of BBR To-Go, featuring Kat Rosqueta, founding Executive Director of the Center for High Impact Philanthropy at the University of Pennsylvania’s School of Social Policy & Practice, and Jennifer Ray, Partner and Head of Innovation.

Episode 6- In the course of a fruitful conversation with Jennifer Ray, Partner and Head of Innovation at BBR, Kat illuminates the broad themes of giving with the objective of creating maximum impact. These include not only a definition of High Impact Philanthropy, but importantly its application to topical issues. The magnified effects of COVID on communities of color, and focus on issues related to diversity, equity, and inclusion, are among the subjects covered.

(Runtime- 6:28)

BBR To-Go Episode 4 — Stephanie Gromek and the Honorable Jane Harman

We are are are excited to bring to you what could be described as a “special edition” of our video series, BBR To-Go. It is a highly topical conversation between Co-Managing Partner Stephanie Gromek, and the Honorable Jane Harman, former Congresswoman from California, and the CEO of the Woodrow Wilson International Center for Scholars.

Episode 4 – Over the course of a lively discussion, Stephanie and Jane explore potential solutions for “toxic partisanship”, specific issues where executing on a collaborative vision is desirable for both parties, and the critical importance of preserving the sanctity of our elections.

(Runtime- 5:51)