BREAKING UP IS HARD TO DO: HOW TO CHANGE YOUR TAX RESIDENCY FROM NEW YORK by Tim Noonan, Partner at Hodgson Russ with Benjamin Metzger, Partner and Director of Portfolio & Wealth Advisory at BBR Partners January 2026 As interest in changing tax residency from New York continues to grow, we’ve partnered with attorney and […]
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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 […]
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Dec
Dec
A REFLECTION ON 25 YEARS by Brett Barth, Evan Roth, Stephanie Gromek, Todd Whitenack, and BBR Partners December 2025 Reaching a quarter century is an opportune time to take stock and clearly examine the path taken, with all its twists and turns. This feels especially fitting for a firm built with a long-term time horizon. […]
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Dec
Dec
December 2025 As the year winds down, we wish you and yours a wonderful holiday season and a joyful New Year. We are excited to share our holiday video, which is especially meaningful as it marks the close of our 25th anniversary. We hope you enjoy!
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Oct
Oct
October 2025 We are thrilled to share a special 25th Anniversary edition of BBR-To-Go featuring Co-CEOs Brett Barth and Evan Roth and Co-Managing Partners Stephanie Gromek and Todd Whitenack, moderated by LinkedIn Editor-in-Chief Dan Roth. The conversation reflects on BBR’s 25-year journey of growth, our vision for the future, perspectives on remaining independent, our intentional […]
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Sep
Sep
2025 Top 100 RIA Firms Barron’s 2025 ranking of the nation’s top 100 RIA Firms BBR Partners was ranked #22 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. The tenth annual ranking of […]
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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 […]
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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 […]
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Jul
Jul
May 2025 We are proud to share our 2025 Impact Week video! As a purpose-driven firm, we are grateful for the chance to partner with 12 inspiring organizations and to give back to the communities where we live and work. Creating positive impact is core to who we are. We hope you enjoy the video!
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Jul
2025 Top Independent High-Net Worth Advisors InvestmentNews’s 2025 ranking of the top independent high-net worth advisors BBR Partners has been recognized on InvestmentNews’s 2025 list of Top Independent High-Net-Worth Advisors. InvestmentNews is a source of analysis and insights for financial advisors and wealth-management professionals. The selection process is entirely merit-based, relying solely on objective, […]