BBR Donates to World Central Kitchen

December 2022 We are committed to supporting extraordinary organizations. This holiday season once again, we are supporting World Central Kitchen, an incredible global organization focused on providing meals in response to humanitarian, climate, and community crises.

Atalanta x BBR

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. […]

Investing, In a Less Connected World

November 2022 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 […]

Ranked #18 in Financial Advisor’s “2022 RIA Ranking” — July 2022

Goodbye To All That FA‘s 2022 RIA Ranking   BBR Partners was ranked #18 in Financial Advisor’s “2022 RIA Ranking”. Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with […]

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 […]