Deanna joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Advisory in BBR’s Chicago office. She works with clients to develop an overall financial strategy and manages investment portfolios in a way that is integrated with tax and estate planning as a part of a cohesive wealth management plan. Deanna is […]

Stephanie Diamond joined BBR Partners in 2021 and is a Director, Impact Driven Client Solutions. Stephanie works with clients in their philanthropic process across varying practices to achieve impact across the issues they care about most. Prior to joining BBR, Stephanie was a Director, Charitable Planning Strategies at Schwab Charitable. She brings with her over […]

Kate joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Kate’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios, and providing consolidated reporting to clients and their advisors. Prior to joining BBR, Kate worked at The Ayco Company, a subsidiary of […]

Regina joined BBR Partners in 2021 as their Director of Talent Acquisition. She is responsible for running point on sourcing and recruiting efforts for the firm. Prior to joining, Regina worked with a variety of financial services clients as a trusted recruiter and advisor for almost a decade while at Green Key Resources. Regina holds […]

Maya joined BBR Partners in 2010 and is Director of Portfolio & Wealth Administration. She is responsible for the administrative on-boarding of new client relationships and the ongoing maintenance of existing client accounts. Maya was based out of the firm’s NY office for 4 years before moving to the SF office in March of 2014 […]

Stacy joined BBR Partners in 2023 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include working 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, Stacy was a Director and Senior Portfolio […]

Jonathan joined BBR Partners in 2019 and is the Director of Brand Development. His responsibilities include leading the marketing and branding efforts of the firm. Jonathan is responsible for developing and executing strategies to increase business opportunities by creating external strategic communications, targeted market research, and supporting the Portfolio and Wealth Advisory team’s efforts to […]

Jerry joined BBR Partners in 2019 as Vice President of Alternative Investment Administration and Accounting. Jerry’s responsibilities include tracking and accounting for investment performance for BBR pooled investment vehicles. Prior to joining BBR, Jerry held various positions at HSBC Securities Services in New York. Most recently, he was Vice President, Client Executive, where he covered […]

Jordan joined BBR Partners in 2022 and is a Director of Portfolio & Wealth Advisory. His responsibilities include working 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, Jordan worked as an executive for a […]

Maureen joined BBR Partners in 2017 and is a Director of Portfolio Management & Trading. Maureen’s responsibilities include overseeing both the Trading & Cash and Portfolio Management teams which handle trade execution, trade-related cash movements between client accounts and external accounts & managing liquid & illiquid trade activities across multiple asset classes. Maureen is also […]