Kevin M. WidmaierDirector of Portfolio & Wealth Advisory
Kevin joined BBR Partners in 2016 and is a Director of Portfolio & Wealth Advisory. He works with clients to develop an overall financial strategy and manages investment portfolios in a way that is integrated with tax and estate planning as a part of a cohesive wealth management plan. Kevin is also a member of BBR’s Innovation and Investment Committees and leads its Single Stock Risk Management team.
Prior to joining BBR, Kevin was a Director and Senior Portfolio Strategist at UBS in New York and San Francisco where he was an allocator for some of the firm’s larger families and institutional clients. He began his career covering energy commodities on behalf of asset owners and traders in power, oil, refined products, and transportation markets.
Kevin holds an MBA from the Fuqua School of Business at Duke University, a BS with Honors from the Georgia Institute of Technology’s Ivan Allen College, and is a Chartered Alternative Investment Analyst. He is an active supporter of DREAM (formerly Harlem RBI), where he serves as an after-school tutor, tee-ball coach, and junior board member. Kevin has also worked with America Needs You as a volunteer, ran the New York City Marathon in support of Memorial Sloan Kettering Cancer Center, and serves on the Investment Committee of the endowment for the Parish of Christ the Redeemer.
Kevin lives in Pelham, New York with his wife and two sons, with whom he spends most of his time outside the office. His favorite activities usually involve Yankee Stadium, a longer run, or a rod and reel (although usually not too many fish).