
Brett B. Gorman
Vice President of Portfolio & Wealth Advisory - San FranciscoBrett joined BBR Partners in 2011 and is a Vice President of Portfolio & Wealth Advisory. His 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 items and coordinating with external advisors.
Brett holds a B.A. from Bowdoin College with a concentration in Economics and History. He is also currently an MBA candidate at the Lubin School of Business (Pace University).
Brett enjoys running, traveling, hiking and spending time with his family in New York and Maine.
Get more information
Our Services
Our diverse, integrated offering addresses all aspects of a client’s financial life.