Ryan K. PrestonPartner, Director of Portfolio & Wealth Advisory
Ryan Preston joined BBR Partners in 2008. He is a Director of Portfolio & Wealth Advisory, working closely with client families to develop and manage their comprehensive wealth plans including investment strategies and integrated tax and estate planning. Ryan has advised individuals and families since 2004 and has extensive experience designing investment solutions to address a variety of complex needs and objectives. Ryan has served as a rotating member of the BBR Investment Committee and leads the Philanthropic and Family Governance BBR Wealth Management Teams.
Previously, Ryan was an investment advisor to high net worth families at Convergent Wealth Advisors (formerly Lydian Wealth Management) in Washington DC and New York. Prior to Convergent, Ryan was a Consultant at KPMG Consulting in Washington DC.
Ryan holds an MBA from The George Washington University with a concentration in Finance & Investments, and a BS from Mary Washington College. He is a member of the Investment Management Consultants Association (IMCA) and holds the Certified Investment Management Analyst (CIMA®) designation.
Ryan lives on Long Island with his wife and their four sons. He enjoys golf, cooking, and playing sports of all kinds with his children.