Ravenn joined BBR Partners in 2021 and is the Vice President of Client Onboarding. Her responsibilities include working with clients and Portfolio & Wealth Advisory Teams to smoothly and efficiently transition new family portfolios to the firm. Additionally, she also acts as point of contact to administrators to ensure the client’s private and illiquid investment […]
Haley joined BBR in 2024 as an HR Business Partner. She is responsible for advising and connecting with leaders and employees at BBR to drive engagement, retention, talent and business objectives. Before joining BBR, Haley was at Capital One, where she held a variety of HR roles over nearly six years. These included positions in […]
Matt joined BBR Partners in 2022 and is a Vice President 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, Matt was a partner at Herman & […]
Sophie joined BBR Partners in 2019 and is a Vice President of Investment Research. Sophie conducts projects for clients, analyzes client portfolios, and researches managers. Prior to joining BBR full-time, Sophie was a summer intern on the Investment Research team. Sophie graduated from the University of Virginia with a BA in Economics and Art History. […]
Julia joined BBR Partners in 2015 and is a Vice President of Human Resources. Julia manages the development, operation, and advancement of HR Operations in Partnerhip with the Director of HR. Prior to joining BBR full-time, Julia was an intern on the HR team at BBR. She previously interned at the City of Jacksonville Employee […]
Laura joined BBR Partners in 2022 and is the Vice President of Learning and Development. Laura provides oversight of company-wide developmental needs and identifies and arranges training solutions for employees, including onboarding new employees, continuing education and training, and professional career path development for our employees. Prior to joining BBR, Laura was a professional development […]
Michael joined BBR Partners in 2021 and is a Vice President of Legal. His responsibilities include supporting the General Counsel and Chief Compliance Officer on legal and compliance matters concerning the firm. Prior to joining BBR, Michael was a Compliance & Operation Risk Control Specialist at UBS where he supported UBS’ completion of their remediation […]
Kim joined BBR Partners in 2022 as a Vice President of Systems Development. Kim’s responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to joining BBR, Kim was a Practice Lead for a small IT consulting firm, where she was responsible for developing process automation applications for multiple clients as […]
Salina joined BBR Partners in 2020 and is the Vice President of Accounting. In this role, she supports the CFO and the Controller in the management of the firm’s overall financial picture, including the accounting and financial reporting functions, budget and forecasting, operational analytics and strategic planning initiatives. Prior to joining BBR, Salina was a […]
Kerstin joined BBR Partners in 2019 and is the Vice President of Compliance. Her responsibilities include supporting the Chief Compliance Officer on legal and compliance matters concerning the firm. Prior to joining BBR, Kerstin provided business and legal support at Cyber Power Systems (USA), Inc. and managed a research lab at the University of Wisconsin-Madison. […]