Chris joined BBR Partners in 2024 and is a Vice President of Business Analysis. Chris’ responsibilities include working across the enterprise to define key initiatives, gather business requirements, manage application implementations and the project delivery lifecycle. Prior to joining BBR, Chris was a Lead Business Analyst at Wells Fargo. Before that, he was an Assistant […]
Stephen joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors. Prior to BBR, Stephen was a Portfolio Analyst at […]
Dave joined BBR Partners in 2019 and is a Vice President of Alternative Investment Administration and Accounting. His responsibilities include preparing financial statements for BBR’s investment vehicles and overseeing its tax reporting function. Prior to joining BBR, Dave was a senior accountant at PwC, specializing in partnership taxation. Dave earned a BA at the University […]
Melody Joined BBR Partners in 2015 and is a Vice President of Portfolio & Wealth Administration. Melody’s responsibilities include the administrative maintenance of existing client accounts by monitoring and executing transactions and providing tax and portfolio reporting to clients and their advisors. Prior to joining BBR, Melody worked in the JPMorgan Private Bank as a […]
Michael joined BBR Partners in 2020 and is a Vice President of Portfolio & Wealth Advisory. Michael’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, working with clients on day-to-day portfolio management issues and coordinating with external advisors. Prior to joining BBR, Michael was an Associate Advisor at […]
Neil joined BBR Partners in 2021 and is a Vice President of Systems Development. Neil’s responsibilities include dealing with BBR’s data needs throughout the company. Prior to BBR, Neil worked as a subcontractor for the federal government, building applications to support federal background checks. He graduated with honors from Slippery Rock University with a BA […]
Ian joined BBR Partners in 2023 as Vice President of Systems Development. Ian’s responsibilities include architecting and maintaining BBR’s many data integration pipelines. Prior to joining BBR, Ian held several senior-level positions in Data Engineering roles, including work for a Federal Contractor that specializes in data processing for US Security Clearance background investigations, as well as […]
Jake joined BBR in 2018 and is a Vice President of Trading. Jake’s responsibilities include monitoring trade-related cash movements between client accounts and external accounts for investments in various asset classes. Prior to joining BBR, Jake worked at Oppenheimer & Co., as a Mutual Fund Operations Specialist, where he supported the mutual fund trading desk. […]
Mikaela joined BBR Partners in 2018 and is a Vice President and Senior Executive Assistant. In addition to supporting senior members of the Investment Research Team, she is the Admin Team Manager in the New York office. Prior to joining BBR full-time, Mikaela played Division I basketball at Manhattan College where she graduated with a […]
Nehal joined BBR Partners in 2020 and is currently a Vice President of Innovation. Nehal identifies areas ripe for enhancement and develops and implements strategies for improvement so that BBR can meet its short and long term goals. Prior to joining BBR, Nehal was an Analyst at Novantas. Nehal graduated with a Masters in Engineering […]