BBR IS PROUD TO ANNOUNCE OUR PARTNERSHIP WITH DOMINICAN UNIVERSITY April 2026 __________________________________________________________________________________ As part of Impact@BBR, our firmwide initiative focused on creating meaningful community impact aligned with our purpose and firm values, we are proud to partner with Dominican University through our workforce preparedness initiative. Members of BBR Partners’ Chicago office, led by Deanna […]
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, […]
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 […]
05
Sep
Sep
September 2025 In June, BBR’s Co-Founder and Co-CEO Evan Roth joined Carly Doshi, Head of Family Advisory and Trust for Flagstar Private Banking & Wealth Management, for a panel at the Henley Global Citizens NY Conference. Their insightful discussion focused on intergenerational wealth planning for international UHNW families, exploring strategies to transfer wealth, mitigate risks, and […]
31
Jul
Jul
July 2025 BBR Partners is pleased to announce the relocation and expansion of its San Francisco office to 255 California Street, Suite 500. This move marks a significant milestone in the firm’s continued growth on the West Coast and reflects its ongoing commitment to clients, employees, and the broader community. The new office was thoughtfully […]
01
Jul
Jul
July 2025 We’re proud to share the latest episode of the Capital Allocators Podcast: “Friends Reunion 3: Five Allocators Riff on Investing”, featuring our Co-Founder Brett Barth, Host Ted Seides, Meredith Jenkins (Trinity Wall Street), Jon Harris (AIM), and Casey Whalen (Lazard Wealth). This candid and insightful conversation is shaped by years of shared experience […]
04
Mar
Mar
March 2025 We’re excited to share a special conversation featuring our Co-Founders, Brett Barth and Evan Roth, with Ted Seides of the Capital Allocators podcast. In this discussion, Brett and Evan reflect on BBR’s 25-year journey—exploring our core philosophy, values, and key experiences that shape the firm. They discuss the transition from a startup to […]
23
Jan
Jan
We are delighted to share that Stephanie Diamond, our Director of Wealth Management Solutions & Strategic Philanthropy, has been featured in episode 38 of the Purposeful Planning Institute podcast. At BBR, Stephanie oversees wealth management solutions for clients, with a specialization in philanthropy, advising clients on how to achieve impact across the issues they care […]
16
Jan
Jan
This year, as BBR proudly celebrates 25 years of excellence, we are thrilled to announce the promotion of two exceptional colleagues, Liz Cillo and Nicholas Squires, to Partner. Their dedication, vision, and leadership exemplify the BBR difference—the unique element that has defined us for a quarter of a century: our people. Liz and Nicholas have […]