Daniel W. BaerVice President of Portfolio & Wealth Advisory
Danny joined BBR Partners in 2017 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 issues and coordinating with external advisors. Danny is also a member of BBR’s Charitable Committee.
Prior to BBR, Danny worked as a Research Analyst at Magellan Research Group.
Danny graduated from Princeton University with a BA in American Politics with an emphasis on Economics. At Princeton, he also played centerfield on the varsity baseball team.
Danny lives in the West Village of New York City. Outside of work, he enjoys attempting to reconcile his golf swing, supporting his Minnesota sports teams, and spending time with family & friends.