Henry is a Vice President of Portfolio and Wealth Advisory at BBR Partners. He joined the firm in 2019 and became Vice President in 2023. Henry graduated from Gettysburg College with a Bachelor of Arts in Organization and Management Studies, a minor in Economics, and a minor in Business. Henry supports Portfolio and Wealth Advisory […]

Eleonore first joined BBR Partners in 2018 and is currently a Vice President of Portfolio & Wealth Advisory. She joined the firm in 2018 and after 3 years, briefly left to pursue an opportunity in early-stage impact investing. She then subsequently returned to the firm in 2023. Her responsibilities include supporting Portfolio & Wealth Advisory […]

Katerina joined BBR Partners in 2018 and is the Vice President of Brand and Business Development. Her responsibilities include developing and executing strategies to enhance brand equity, increase business opportunities, and strengthen the firm’s relationships with current and prospective clients. Prior to joining BBR, Katerina was a member of the Investor Relations team at The […]

Emily joined BBR Partners in 2020 and is Vice President of Business Development. Her responsibilities include conducting projects for prospective clients, analyzing prospective client portfolios, and developing and executing strategies to demonstrate BBR value add for prospective clients. Prior to joining BBR, Emily was an Analyst in the Private Bank at JPMorgan where she provided wealth management services for high-net-worth individuals and […]

Michael joined BBR Partners in 2018 and is a Vice President of Alternative Investment Administration and Accounting. Michael’s responsibilities include tracking and accounting for investment performance for BBR pooled investment vehicles. Prior to joining BBR, Michael was a Senior Accountant at Schwartz & Company LLP (acquired by MGO), a boutique accounting firm specializing in accounting, […]

Matt joined BBR Partners in 2017 and is a Vice President of Data Solutions. Matt 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 […]

Patrick joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Patrick’s responsibilities include supporting Portfolio and 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 joining BBR, Patrick was an Associate Advisor […]

Kristina joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio and 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 joining BBR, Kristina was an Associate Portfolio […]

Chris joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory in BBR’s Chicago office. Chris’s 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 joining BBR, Chris […]

Nikita joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Her responsibilities include supporting Portfolio and 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 joining BBR, Nikita was a Vice President […]