Cary joined BBR Partners in 2009 and is the Director of Tax & Accounting. Cary oversees the firm’s capital and operating budget, financial reporting and coordination with outside auditors. Cary has a deep understanding of fund operational risk and is a member of the team responsible for developing a framework for assessing operational risk among […]
Kevin joined BBR Partners in 2019 and is a Director of Portfolio & Wealth Advisory. Kevin’s responsibilities 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, Kevin was a client advisor at WMS Partner, […]
Julie Melwani joined BBR Partners in 2023 and is a Director, Head of HR. In this role, Julie is responsible for developing and executing human resource strategies in support of the overall business plan and vision. Julie has substantial experience in Human Resources Management and Strategy in financial services. Prior to joining BBR, Julie was […]
Gillian joined BBR Partners in 2006 and is a Director of Portfolio Admin & Reporting. Gillian’s responsibilities include working with clients, managing the Client Administration team, and collaborating on projects. Prior to joining BBR, Gillian worked for HSBC as a Portfolio Administrator, supporting fund accountants in NAV calculations for hedge funds. Gillian graduated from Loyola […]
Anca joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Her responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. She is also team lead and oversees several portfolio and […]
Rebecca joined BBR Partners in 2019 and is the Director of Finance and Controller. In this role, she supports senior leadership in the management of the firm’s overall financial picture, including the accounting and financial reporting functions, budget and forecasting functions, operational analytics and strategic planning initiatives. Prior to joining BBR, Rebecca was the Director […]
Julia joined BBR Partners in 2017 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, Julia worked as an Analyst at Barclays Investment Bank […]
Rob joined BBR Partners in 2023 as a Director on the Investment Research Team. As a Portfolio Strategist, Rob provides the Research team with macroeconomic insights, assists with building asset allocations and capital market expectations, and serves as a liaison to the Portfolio & Wealth Advisory team on investment opportunities, client asset allocations, and portfolio […]
Alan joined BBR Partners in 2018 and is the Director of Finance and Chief Financial Officer. Alan oversees the firm’s capital and operating budget, financial reporting and coordination with outside auditors. Alan has a deep understanding of finance and accounting, strategy, and operations and is a member of the team responsible for ensuring strong internal […]
Justine joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Justine tracks investment performance and maintains records for clients’ alternative investments. Prior to joining BBR, Justine worked as an Assistant Event Coordinator at Juvenile Diabetes Research Foundation, where she coordinated fundraising events and organized outreach. Justine holds a BA from […]