Consolidation Crunch Hits Rate Reality FA‘s 2023 RIA Ranking BBR Partners was ranked #18 in Financial Advisor’s “2023 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 […]
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Jul
Jul
July 18th, 2023 In the continuous effort to expand our knowledge base and stay ahead of emerging topics, we are pleased to share our perspective on a growing theme in the long-term management of family wealth: capping or reducing wealth transfer. To explore the variety of reasons and solutions for this current phenomenon, BBR Partner […]
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Jun
Jun
April 25th, 2023 We are pleased to share the newest chapter of BBR In The Weeds. It delves into planning strategies and techniques of specific benefit to founders and entrepreneurs. Featuring Ryan Preston, Partner, Director of Portfolio & Wealth Advisory and Michael Arlein, Partner at Patterson Belknap Webb & Tyler, LLP. Founders and entrepreneurs have unique needs. […]
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Jan
Jan
We are thrilled to share that two exceptional colleagues, Nicole Davis and Justin Molinaro, have been promoted to Partner at BBR. The BBR difference, that special quality which continues to set us apart, is our people. We are excited to welcome them to the partnership and look forward to their continued impact on […]
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Dec
Dec
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.
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Dec
Dec
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. […]
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Dec
Dec
January 2023 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 […]
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Oct
Oct
October 2022 During a lively discussion, Brett and company riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, favorite investment types, and blind spots. They also paid a tribute to the legendary Ira Harris. Listen to Podcast here >
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Sep
Sep
2022 Top 100 RIA Firms Barron’s 2022 ranking of the nation’s top 100 RIA Firms BBR Partners was ranked #21 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 for […]
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Aug
Aug
September 1, 2022 We are thrilled to share that our co-founder and co-CEO Evan Roth is profiled in this month’s issue of “Real Assets Adviser”. In this profile, Evan outlines his journey from Kentucky to Wall Street to founder of BBR Partners. ““I won’t say I’m an entrepreneur, but I had an entrepreneurial zeal to make […]