BBR Partners Announces New Chief Operating Officer

BBR Partners, a wealth management firm based in New York and San Francisco, announced today the hiring of Barry M. Klayman as the firm’s Chief Operating Officer and newest Partner.

Mr. Klayman was previously a founding member of Asset Management Finance, LLC, a Credit Suisse affiliate. As BBR’s Chief Operating Officer he will coordinate all operational efforts to ensure efficient, secure and effective internal processes. Additionally, he will assist in formulating the strategic direction of the firm. “Barry will be an excellent addition to our firm. He has extensive experience in developing and executing operational process improvements, which will allow BBR to continue providing a high level of service to our clients,” said Evan Roth, Managing Partner of BBR Partners, who co-founded the firm in 2000.


BBR Partners Hosts San Francisco Client Event Focused on Investment Practices

BBR Partners, a bicoastal multi-family office based in New York City and San Francisco, held an event for its West Coast clients, followed by a cocktail reception. BBR hosted Patrick Geddes, the Chief Investment Officer and a Partner of Aperio Group.

“We feel privileged to be able to partner with such a highly accomplished set of clients who enjoy coming together to share ideas. Today, we were pleased to be joined by Patrick, who shared his insights on behavioral finance and the benefits of passive investing in efficient markets, a topic especially relevant and interesting to our client community,” said Stephanie Gromek, Partner and Head of Portfolio and Wealth Advisory at BBR.

The manager presentation was followed by a discussion led by Brett Barth and Todd Whitenack, Partners and Heads of the Investment Management Team, on the current state of the global markets and the ways in which BBR optimizes client portfolios in the evolving market environment. The event concluded with a cocktail reception where clients and advisors connected, shared ideas and discussed the evening’s presentations.

Evan Roth Returns to Louisville to Celebrate Firm’s 10th Anniversary

BBR Partners, a pioneer in the wealth management industry known for its high level of client service and insightful manager selection, is celebrating its 10th anniversary this year. The New York-based multi-family office is hosting an investment and wealth management forum for its many Kentucky clients and close friends on November 19th at 21c Museum Hotel. A number of BBR’s founding families are Kentuckians involved in the state’s major industries and civic endeavors. “Our clients in Kentucky have made a significant impact on BBR over the last 10 years, and it is a privilege to be to come back to my hometown and thank these families personally for their trust and loyalty,” says co-founder Evan Roth.

The event will kick off with a client-only round table led by Gregory Rogers, founder of RayLign Advisory, focusing on the unique dynamics of and challenges faced by wealthy families. This will be followed by a discussion led by Brett Barth, one of Roth’s co-founders and head of the Investment Management team. Dr. Nat Irvin, II, the W.M. Strickler Executive-in-Residence and a professor of management at the University of Louisville, will end the day as the keynote speaker. Dr. Irvin is an author, innovator, futurist, teacher and commentator who is involved in examining social trends and their impact on communities. The day will conclude with a cocktail reception to celebrate BBR’s 10 years of dedication and exceptional service to wealthy families.

BBR was founded in February 2000 by three-ex Goldman Sachs executives, Brett Barth, Arthur Black and Evan Roth, in order to better serve high net worth families by providing independent investment advice. “In 2000, the idea of providing independent, holistic and sophisticated investment services to families was a novel concept, but clients recognized the benefits of this model,” says Barth. Over the course of 10 years, the firm has grown to 55 employees managing over $5 billion for 70 families. All of BBR’s founders are active at the firm, managing client relationships and overseeing managers. “While BBR has grown significantly over the last decade, we are extremely selective about new client engagements in order to maintain thoughtful, disciplined growth. We pride ourselves on the continuity of exceptional service and long-lasting relationships with clients,” explains Roth.