Henry S. Lavieri
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Henry is a Vice President of Portfolio and Wealth Advisory at BBR Partners. He joined the firm in 2019 and became Vice President in 2023.
Henry graduated from Gettysburg College with a Bachelor of Arts in Organization and Management Studies, a minor in Economics, and a minor in Business.
Henry supports Portfolio and 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.
Prior to joining BBR, Henry was a Senior Investment Associate with Wilmington Trust Company, where he worked directly with ultra-high net worth clients, assisted in developing and maintaining customized asset allocations, performed manager due diligence, and supported Senior Investment Advisors.
Outside the office, Henry enjoys fly fishing, skiing, golf, and attending Yankees games.