Yan joined BBR Partners in 2018 and is a Vice President of Portfolio & Wealth Administration. 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 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 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 […]