Kevin M. Widmaier
Partner, Head of Portfolio Management
Portfolio & Wealth Advisory
New York, NY
Kevin joined BBR Partners in 2016 and is the firm’s Head of Portfolio Management. He develops and leads the delivery of consistent investment management and portfolio solutions across the BBR client base. Kevin was previously a Director of Portfolio & Wealth Advisory, managing investment portfolios that are integrated with tax and estate planning as part of cohesive wealth management plans. He is also a member of BBR’s Investment, Operating, and Innovation Committees.
Prior to joining BBR, Kevin was a Director and Senior Portfolio Strategist at UBS in New York and San Francisco where he was responsible for asset allocation, manager selection, and portfolio construction decisions for some of the firm’s larger families and institutional clients. He began his career covering commodities on behalf of asset owners and traders in energy and transportation markets.
Kevin holds an MBA from the Fuqua School of Business at Duke University and a BS with Honors from the Georgia Institute of Technology’s Ivan Allen College. He is also a Chartered Alternative Investment Analyst.
Kevin is an active supporter of DREAM (formerly Harlem RBI), where he has served as a tutor, coach, and associate board member. He has also worked with America Needs You as a mentor coach, ran the New York City Marathon in support of Memorial Sloan Kettering Cancer Center, is a Trustee of the Estate and Property of the Episcopal Diocese of New York, and serves on the Investment Committee of the endowment of the Parish of Christ the Redeemer.
Kevin lives in Pelham, New York with his wife and sons, with whom he spends most of his time outside the office. His favorite activities usually involve a sporting event, a concert, or a rod and reel (although usually not too many fish).