Neil joined BBR Partners in 2026 and is a Vice President of Business Analysis. Neil’s responsibilities include working with Portfolio & Wealth Advisory to define key project initiatives, application implementations, and managing the project lifecycle. Prior to joining BBR, Neil was Director of Strategic Initiatives at Corbin Capital Partners, where he worked on cross-functional projects […]

Katerina joined BBR Partners in 2018 and is the Vice President of Brand and Business Development. Her responsibilities include developing and executing strategies to enhance brand equity, increase business opportunities, and strengthen the firm’s relationships with current and prospective clients. Prior to joining BBR, Katerina was a member of the Investor Relations team at The […]

Emily joined BBR Partners in 2020 and is a Vice President of Business Development. Her responsibilities include conducting projects for prospective clients, analyzing prospective client portfolios, and developing and executing strategies to demonstrate BBR value add for prospective clients. Emily is also a member of BBR’s Compliance Committee. Prior to joining BBR, Emily was an Analyst in the Private Bank at JPMorgan […]

Patrick joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Patrick’s responsibilities include supporting 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, Patrick was an Associate Advisor […]

Andrew joined BBR Partners in 2024 and is a Vice President of Project Management. Andrew supports the firm in guiding strategic projects from inception through completion.   Prior to joining BBR, Andrew was a Project Manager at Amount and Valley Bank.  Andrew holds a B.S. from Pennsylvania State University with a concentration in Information Sciences […]

Richard joined BBR Partners in 2020 and is a VP of Portfolio and Wealth. Prior to joining BBR, Richard was a VP within the Advisory Group at Muriel Siebert & Co., Inc. Richard holds a master’s degree from Florida State University with a concentration in International Affairs. Richard lives in New York City. He enjoys […]

John joined BBR Partners in 2020 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio & 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, John was an Analyst in […]

Krystle joined BBR Partners in 2014 and is a Vice President of Portfolio Admin. Krystle’s responsibilities include valuing and reconciling direct alternative investments for clients, maintaining and reconciling BBR’s performance software, and finding boutique solutions for specific client reporting needs. Krystle also leads Pride @ BBR, BBR’s affinity group for LGBTQ+ employees. Prior to joining […]

Frank joined BBR Partners in 2022 and is a Vice President of Business Analysis. Frank’s responsibilities include working across the organization to define key project initiatives, application implementations, and managing the project lifecycle. Prior to joining BBR, Frank was a Business Process Manager at Bed Bath & Beyond where he was a part of a […]

Alyssa joined BBR Partners in 2025 and is a Vice President of Portfolio & Wealth Advisory. Alyssa’s responsibilities include supporting 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, Alyssa was a manager at […]