Ari J. ShalitVice President of Portfolio & Wealth Advisory
Ari joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. Ari’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management and coordinating with external advisors.
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 graduated from the Pennsylvania State University Smeal College of Business with both a Master of Accountancy and Bachelor of Science in Accounting. Ari serves as a board member of the UJA Federation’s Young Wall Street Ambassador Program.
Outside of the office, Ari enjoys snowboarding, golfing, traveling, and attending sporting events. He especially enjoys cheering on his favorite sports teams, the New York Giants and Penn State Football.