Kevin M. WidmaierDirector of Portfolio & Wealth Advisory
Kevin joined BBR Partners in 2016 and is a Director of Portfolio & Wealth Advisory. His responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan.
Prior to joining BBR, Kevin was a Director and Senior Portfolio Strategist at UBS where he was an allocator for some of the firm’s larger families and institutional clients. Kevin began his career covering energy commodity 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 and ran the New York City Marathon in support of Memorial Sloan Kettering Cancer Center.
Kevin lives in New York City with his wife and son. He enjoys running, going to Yankee games, and Georgia Tech athletics.