Marc joined BBR Partners in 2014 and is the Head of the Investment Research team, responsible for managing the BBR’s research team and overseeing the firm’s manager due diligence and monitoring process. Marc also serves as Co-Chair of the Investment Committee. He has extensive experience in manager due diligence, portfolio management, asset allocation, and client […]

Darcy joined BBR Partners in 2006 and is the Head of Data Governance, leveraging his extensive experience with financial data to oversee data management and strategy, ensuring integrity and security, while optimizing data utilization across the organization. Previously, Darcy spent 7 years in global custody operations at RBC, then was a Client Portfolio Trader at […]

Benjamin joined BBR Partners in 2011 and is currently a Director of Portfolio and Wealth Advisory and Head of BBR Southeast. Benjamin works with clients to develop an overall financial strategy, managing their investments, and executing their wealth management plans. Benjamin has considerable experience working with cross-border families and managing large single stock and concentrated […]

Jonathan joined BBR Partners in 2007 and is Head of Business Services and Deputy COO. Jonathan focuses on organizational and strategic initiatives as well as managing BBR’s talent acquisition, retention and development strategies. He has experience in both Operations and HR, including compensation and benefits, training, employee relations, HR information systems, policies and procedures, and […]

Justin joined BBR Partners in 2016 and is a Director 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 & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Prior to […]

Sarah joined BBR Partners in 2015 and is a Director of Portfolio & Wealth Advisory and Head of BBR Midwest. Sarah works 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, Sarah was an Executive […]

Will joined BBR Partners in 2008 and is a Director of Investment Research. Will’s 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 & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. He has […]

Justin joined BBR Partners in 2005 and worked in our New York office before opening our San Francisco location in 2011. Now Justin resides in Austin, Texas where he is a Partner and Head of BBR West, working with clients to develop their overall financial strategy and integrate their investment, tax, and estate planning into […]

Brandon joined BBR Partners in 2009 and is a Director 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 & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Prior to […]

Steve joined BBR Partners in 2010 and is Co-Head of the Portfolio & Wealth Advisory team, responsible for delivering an unparalleled level of service to BBR’s clients. Steve has extensive experience developing wealth management plans for families with complex financial and estate structures. Steve is a member of both BBR’s Operating Committee and BBR’s Investment […]