January 31, 2022 The Adams administration released an open letter from over 200 business, civic, and labor leaders showing broad support for the Mayor’s efforts to make New York a safer and more just city. VIEW OPEN LETTER >
. We are thrilled to be able to start the year off with an exciting announcement. The BBR difference, that special quality which continues to set us apart, is our people. It has always been true, but the last few exceptional years have proven it more than ever. Thriving cultures can grow organically from within […]
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 […]
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 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 […]
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 […]
Barron’s Top Financial Advisor Rankings Barron’s 2021 ranking of the nation’s top 50 RIA Firms BBR Partners was ranked #15 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify […]
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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.
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, […]