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Evan M. Roth

Managing Partner, Director of Portfolio & Wealth Advisory

Evan co-founded BBR Partners in 2000 and is a Managing Partner, co-managing the firm, and working with clients to develop an overall financial strategy, manage their investments, and execute their wealth management plans. Evan’s focus is on working with multigenerational families and individuals who have newly-created wealth to define and translate their values into a comprehensive, sophisticated investment program. He is also a member of BBR’s Executive Committee and Investment Committee.

Prior to founding BBR, Evan served as the Director of Private Accounts for Global Asset Management (GAM), where he developed and grew the firm’s U.S. high-net-worth business and developed sophisticated investment strategies for his clients. Prior to GAM, Evan was in Goldman Sachs’ Asset Management Division.

Evan graduated with a concentration in Finance from the Wharton School and holds an additional degree in International Relations from the University of Pennsylvania. He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Evan is the Treasurer and Executive Committee member of the Gotham chapter and Northeast Region of the Young Presidents Organization (YPO). He is also a Trustee for The Packer Collegiate Institute, an independent K-12 day school. Evan is the Co-President of the Jewish Community Project in downtown Manhattan. He is a Life Trustee of The Kentuckians of New York, a member of the J.M. Atherton High School Hall of Fame and is actively involved with the Mary Byron Foundation. Evan is a co-host of the business podcast “Breaking the Mold,” where he interviews entrepreneurs and executives who have found success through non-traditional paths.

Evan resides in New York City’s Tribeca neighborhood with his wife and three children. He is an avid triathlete and Ironman and, true to his Kentucky roots, enjoys bourbon, horse racing and University of Louisville basketball.

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