BBR Donates to Start Small Think Big and Year Up

We are committed to supporting organizations that are doing extraordinary work. This holiday season, in appreciation, we supported Start Small Think Big and Year Up. Start Small Think Big is a nonprofit that helps small businesses with high potential and limited access to the resources needed to create thriving businesses. Year Up is a national workforce development organization […]

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice NEW YORK, November 15, 2021–( BUSINESS WIRE)– BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for client families by introducing Multidimensional Impact. Stephanie Diamond, has joined the […]

BBR Partners Co-Founder, Co-CEO Brett Barth and notable friends on the “Capital Allocators” podcast. During a lively discussion, Brett and company opine on COVID, crypto, China, nuances in Private Equity, Diversity and ESG, among other topics. Worth a listen.

Friends Reunion – Five Allocators Riff on Investing Today’s show is a little different from previous ones. Our Chief of Staff, Hank Strmac, had an idea to blend investing with some fun. It turned out I had just the crew. For the last twenty years, four friends and I have met for dinner regularly to […]

Ranked #15 in Financial Advisor’s “2021 RIA Ranking” — July 2021

The Future Is Now Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement Strategies, […]

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 Partners Announces New Partner, Darcy McFadyen

  Please join us in congratulating Darcy McFadyen, Head of Operations, on becoming a Partner at BBR. We are thrilled to welcome him to the partnership which has expanded to twenty-two equity partners. Darcy joined BBR Partners in 2006 and is a Director of Operations, overseeing teams who work on trade and cash execution, reconciliation, […]