June 2024 We are excited to share Chapter Three of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This video features our Client Onboarding and Data Solutions teams and goes deeper into our approach to create peace of mind for our clients. Thank you for being a part of this journey with us.   […]

March 2024 We are excited to share Chapter Two of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This segment offers a closer look at the specific functions of the group and highlights the depth of talent at all levels of our firm.     Watch Part I

January 2024 The latest edition of BBR To-Go, Episode 9, gives a look behind the scenes to what creates and upholds a culture of simplifying complexity at BBR. It is the first of three chapters showcasing our Operations Teams. We know that our greatest assets are our people, and these teams deliver on that promise […]

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!

June 2023 In May, we launched our very first IMPACT@BBR volunteer initiative, offering ten incredible volunteer projects for our staff in collaboration with local organizations dedicated to improving our communities. A huge thank you to all our volunteers and the organizations who allowed us to join them to make an IMPACT: Citymeals on Wheels, CityArts, […]

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. […]

December 2022 IMPACT@BBR is proud to support women and girls’ athletic achievements, professional success and overall well-being through a partnership with Atalanta NYC. Atalanta was founded in 2021 by world class runner Mary Cain. We hope you enjoy and are inspired by a short video which highlights Atalanta’s unique story, and BBR’s important role in it. […]

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 […]

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 […]

July 2021 The BBR Partners difference has always been the people that make up our various communities. Thriving communities and teams, as we know, do not happen by chance. They are the deliberate result of thoughtful leadership, and adherence to a clear set of stated values and characteristics. To offer a glimpse into how these […]