Michael helped found BBR Partners in 2000 and is the Chief Administrative Officer and the Chief Compliance Officer. Mike’s responsibilities include overseeing the operations teams responsible for the data management of client portfolios as well as our Legal and Compliance teams. He specializes in creating systems and processes that ensure accuracy, data security and compliance. […]
Sean joined BBR Partners in 2005 and is Co-Head of the Portfolio & Wealth Advisory team, responsible for delivering an unparalleled level of service to BBR’s clients. Sean is skilled in working with families and their surrounding advisors to help shape and execute a cohesive wealth management plan that is tailored to their needs and […]
Brett founded BBR Partners in 2000 and currently serves as Co-CEO, along with Evan Roth. Brett’s focus is establishing and executing the tone, culture and management structure of the firm along with setting and achieving BBR’s short and long-term goals. Brett is also a member of BBR’s Executive Committee and serves as the Co-Chair of […]
Nicole joined BBR Partners in 2016 and is the Deputy Chief Operating Officer of Portfolio & Wealth Advisory. She is responsible for executing the overall Portfolio & Wealth Advisory goals, ensuring a consistent client experience and process across the team while promoting a culture of high-quality service for our client families. Additionally, Nicole is focused […]
Scott joined BBR Partners in 2008 and is the Chief Technology Officer. Scott is responsible for the management of all aspects of BBR’s Information Technology infrastructure, development, and support. He maintains highly effective, reliable, and innovative systems in order to support the firm’s needs and future growth plans, and manages the firm’s technology vendor and […]
Michael joined BBR Partners in 2003 and is a Director of Portfolio & Wealth Advisory, working with clients to develop and implement an overall financial strategy, managing their investments, and executing their wealth management plans. Michael has extensive experience implementing a vast array of investment and planning techniques for families and individuals with complicated financial […]
Stephanie joined BBR Partners in 2002 and is Co-Managing Partner of the firm, alongside Todd Whitenack. Stephanie and Todd serve as the day-to-day leaders of the firm, responsible for meeting BBR’s business goals and driving innovation that works towards enhancing BBR’s service and investment management for our client families. Stephanie’s expertise is in working with […]
Jennifer joined BBR Partners in 2004 and is the Chief Operating Officer of Portfolio & Wealth Advisory. Jennifer is responsible for executing the overall Portfolio & Wealth Advisory goals, ensuring a consistent client experience and process across the team while promoting a culture of high-quality service for our client families. She has extensive knowledge of […]
Steven joined BBR Partners in 2003 and is a Director of Portfolio & Wealth Advisory, working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Steven has considerable experience structuring tax-efficient trust and estate strategies that are fully integrated […]
Barry joined BBR Partners in 2013 as the firm’s Chief Operating Officer. As COO, he is responsible for developing, staffing and maintaining efficient and secure accounting, technology, legal, compliance and client administration teams and processes. Barry is a member of BBR’s Executive, Compliance, Investment, and Operating Committees. Prior to joining BBR, Barry was a founding […]