Carolyn J. Schnackenberg

Carolyn joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Carolyn’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 BBR, Carolyn worked as an Associate in […]

Jacob A. Seide

Jake joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Jake’s 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 BBR, Jake worked in Wealth Management at […]

Ari J. Shalit

Ari joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. Ari’s 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 and coordinating with external advisors. Prior to joining BBR, Ari was an Associate at Merrill […]

Sam A. Snider

Sam joined BBR Partners in 2018 and is a Vice President of Investment Research. His responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Sam […]

Dylan T. Stroud

Dylan joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Dylan’s 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 BBR, Dylan worked as an Associate at […]

Denny J. Trice

Denny joined BBR Partners in 2022 as a Vice President of Systems Development. Denny’s responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to BBR, Denny worked as an independent contractor building process automation applications for various industries ranging from the Department of Defense to Fortune 500 companies, and brings […]

Yan Wang

Yan joined BBR Partners in 2018 and is a Vice President of Portfolio & Wealth Advisory. Yan monitors transactions, processes new accounts and prepares client account statements. Prior to joining BBR, Yan worked as a Client Services Associate at American Portfolios Financial Services. Yan holds a BBA in Marketing from Baruch College and a MBA […]

Staci L. Watson

Staci joined BBR Partners in 2014 and is currently a Vice President and Senior Executive Assistant. In addition to supporting senior members of Portfolio & Wealth Advisory she is the Manager of the Portfolio & Wealth Advisory admin team. Before joining BBR Partners, Staci was an Operations Assistant with ESquared Hospitality where she helped open […]

Nelson Wu

Nelson joined BBR Partners in 2013 and is the Vice President of Information Technology. Nelson supports the internal staff with all technology related needs, including hardware, software and long-term projects for the firm. Prior to joining BBR, Nelson was an IT intern at the United States District Court. Nelson holds a BA in Computer Information […]