Ari J. Shalit
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
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 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 serves as a board member of the UJA Federation’s Young Wall Street Ambassador Program.
Outside of the office, Ari enjoys snowboarding, golfing, traveling, attending sporting events, and spending time with family & friends.