Matthew joined BBR Partners in 2014 and is our General Counsel, overseeing the firm’s legal affairs and advising on regulatory and compliance matters. Matthew has substantial experience with complex corporate transactions, asset management, securities laws and investment adviser regulation. He is also a member of BBR’s Compliance Committee and Cybersecurity Committee. Prior to joining BBR […]
Nick joined BBR Partners in 2014 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 and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Nick is […]
Gazelle Summe joined BBR Partners in 2021 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, Gazelle was a Senior Vice President, […]
Sonia joined BBR Partners in 2011 and is a Director of Portfolio & Wealth Administration. Sonia’s responsibilities include overseeing the on-boarding process of new client relationships and working on client teams to monitor and execute cash and security transactions in client portfolios. Prior to joining BBR, Sonia worked for Tradition Capital Management as a Controller […]
Dan joined BBR Partners in 2017 and is a Director of Development & Engineering. His responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to joining BBR, Dan was a Senior Consultant with K2 followed by Principal Architect at Discover Technologies working on a variety of solutions for a range […]
Michael joined BBR Partners in 2016 and is a Director of Portfolio & Wealth Advisory. Michael has extensive experience working with clients to develop their financial strategy and manages complex investment portfolios in a way that is integrated with tax and estate planning as a part of a cohesive wealth management plan. Michael is one […]
Feroze joined BBR Partners in 2018 and is a Vice President of Portfolio Admin. Feroze’s responsibilities include valuing and reconciling all direct alternative investments, to ensure they are reported accurately to clients. He also helps run the cash reconciliation portion of the Portfolio Administration team. Feroze graduated from The Lahore University of Management Sciences with […]
Chris joined BBR Partners in 2017 and is a Vice President of Data Solutions. Chris supports the firm in ensuring data efficiency and reliability and is responsible for putting together monthly performance reports, running data quality checks, and liaising with the Investment Research team and Portfolio & Wealth Advisory team to ensure that all information […]
Sarah joined BBR Partners in 2016 and is a Vice President of Portfolio & Wealth Administration. Her responsibilities include on-boarding of new client relationships and the ongoing maintenance & administration of client accounts. Sarah interfaces with custodians, accountants, and other service providers while promoting a culture of high-quality service for our client families. Prior to […]
Kevin joined BBR Partners in 2011 and is a Vice President of Portfolio Admin. Kevin’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, Kevin was a Portfolio Administrator at Ogorek Wealth Management, where […]