Ryan K. Preston

Ryan Preston joined BBR Partners in 2008. He is a Director of Portfolio & Wealth Advisory, working closely with client families to design and manage their comprehensive wealth plans including investment strategies and integrated tax and estate planning. Ryan has advised individuals and families since 2004 and has extensive experience developing investment solutions to address […]

Jennifer N. Ray

Jennifer joined BBR Partners in 2007 and is Head of Innovation. Jennifer’s responsibilities include working closely with the Managing Partners to identify, develop, and execute strategies that continuously enhance BBR’s superior service for our client families. Prior to leading the innovation efforts of the firm, Jennifer was a Director of Portfolio & Wealth Advisory working […]

Evan M. Roth

Evan founded BBR Partners in 2000 and currently serves as co-CEO, along with Brett Barth. Evan’s focus is establishing and executing the tone, culture and management structure of the firm along with setting and achieving BBR’s short and long-term goals. Evan is also a member of BBR’s Executive Committee and Investment Committee. Prior to founding […]

Sarah N. Rumph

Sarah joined BBR Partners in 2009 and is a Director of Investment Research. Her 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. In addition, […]

Todd C. Whitenack

Todd helped found BBR Partners in 2000 and is Co-Managing Partner of the firm, alongside Stephanie Gromek. Todd and Stephanie serve as the day-to-day leaders of the firm, responsible for meeting BBR’s business goals and driving innovation that will continuously enhance BBR’s superior service investment management for our client families. Todd has over 20 years […]

Kevin M. Widmaier

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 […]

Matthew B. Austin

Matthew joined BBR Partners in 2019 and is a Director of Client Onboarding. Matthew’s responsibilities include working with BBR Partners clients and Wealth Advisory Teams to efficiently and properly transition new family portfolios to the firm. Matthew has extensive experience in executing and administering client investment portfolios. Prior to joining BBR, Matthew worked as a […]

Bradley R. Bernard

Bradley first joined BBR Partners in 2014, and is currently a Director of Portfolio & Wealth Advisory. He joined the firm in 2014 as an Associate and became Vice President in 2016. After four years with BBR, Bradley briefly left BBR in 2018 to pursue his MBA at Columbia Business School. He graduated with Honors […]

Liz R. Cillo

Liz joined BBR Partners in 2018 and is a Director of Portfolio & Wealth Advisory. She 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, Liz was a Senior Client Relationship Specialist at Capital […]

Douglas B. Cohen

Doug joined BBR Partners in 2012 and is currently the Director of Operations and Project Management at BBR Partners. His responsibilities include working with all departments to assess and enhance workflow and operational infrastructure, and serving as project manager for key operational initiatives. Prior to joining BBR, Doug was a Project Manager at Lazard Asset Management. […]