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 holding an investment and wealth management forum for its clients on May 6th at the Yale Club. This day long-event will feature speakers David Gergen, Former White House Adviser to Presidents Nixon, Ford, Reagan and Clinton and Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, as well as a panel of eminent private equity and hedge fund managers and a client panel in which distinguished clients will share their individual experiences, influences and impacts. A firm comprised of 50% women and servicing a noteworthy group of female clients, BBR will also host a women’s event, with speaker Deborah Brooks, Co-Founder of the Michael J Fox Foundation. The celebration will continue with a reception at the W Hotel.
BBR was founded in February 2000 by three ex Goldman Sachs executives, Brett Barth, Arthur Black and Evan Roth, with founding Principals, Michael Anson and Todd Whitenack, 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 Brett Barth, co-founding Partner. Over the course of 10 years, the firm has grown to 60 employees managing over $4.4 billion for 67 families.
All five of BBR’s founding Principals 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. There has been no turnover among our Partners or Principals in BBR’s history. We pride ourselves on the continuity of exceptional service and long-lasting relationships with clients” explains co-founding Partner, Evan Roth.