Ari joined BBR Partners in 2019 and is a Director of Portfolio & Wealth Advisory. He originally joined the firm in 2019 as an Associate and became Vice President in 2021. Ari’s responsibilities include 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.

Prior to joining BBR, Ari was an Associate at Merrill Lynch Wealth Management, where he was responsible for investment analysis and portfolio construction on a team of advisors serving high-net-worth clients. Ari is a Certified Financial Planner™ (CFP®) Professional & graduated from The Pennsylvania State University Smeal College of Business with both a master’s degree (MAcc) and bachelor’s degree in accounting.

Ari lives in New Jersey with his wife. Outside of the office, Ari enjoys , golfing, traveling, snowboarding, attending sporting events, spending time with family & friends, and is an active member of UJA Federation’s Wall Street Division.