BBR Donates to StreetWise Partners

05
Jan

This holiday season, BBR honored our clients by donating to StreetWise Partners, a non-profit organization that works to transform the lives and careers of young professionals.

StreetWise Partners runs a mentorship program for unemployed or underemployed people 18 and over from underserved communities in New York City, Washington D.C and Detroit; and individuals facing limitations and challenges around obtaining work, education, access to professional networks and role models, and unstable housing. BBR is dedicated to StreetWise Partners’ cause and we are excited to continue to support this wonderful organization! If you are interested in learning more about this organization, please visit their website: https://streetwisepartners.org/.

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Ranked #8 of Barron’s “Top 50 RIA Firms” – September 2019

05
Jan

Barron’s Top Financial Advisor Rankings Barron’s 2019 ranking of the nation’s top 50 RIA Firms   BBR Partners was ranked #8 in Barron’s “Top 50 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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Ranked #2 in Financial Advisor’s “Top 10 Northeast RIAs With Most Assets” — August 2019

05
Jan

Top 10 Northeast RIAs With Most Assets 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 […]

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Ranked #14 in Financial Advisor’s “2019 RIA Ranking” — July 2019

05
Jan

Swimming With The Sharks 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, […]

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BBR Donates to United Way

05
Jan

This holiday season, BBR wants to honor our clients by helping those recently affected by Hurricane Florence and Hurricane Michael. We are proud to support the United Way Hurricane Recovery Funds which provide aid to those impacted by these two storms.

This year, the United Way Network raised more than $86 million for mid- and long-term recovery efforts related to multiple natural disasters, with a focus on education, income and health. BBR’s donation will specifically support United Way’s efforts in rebuilding communities affected by Hurricanes Florence and Michael, responding to emerging needs throughout the regions and fighting for the health and safety of every person.

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Earned the Large Multifamily Office (Executive) Award at The Family Wealth Alliance Best in Industry Awards — October 2018

05
Jan

The Family Wealth Alliance Announces Best in Industry Awards Winners Press release content from Globe Newswire. The AP news staff was not involved in its creation. CHICAGO, Oct. 18, 2018 (GLOBE NEWSWIRE) — The Family Wealth Alliance (“The Alliance”), a leading voice on trends and developments in the family office community, announced today winners of […]

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