Sophie L. Holt

Vice President of Investment Research
Investment Research
New York, NY

Sophie joined BBR Partners in 2019 and is a Vice President of Investment Research. Sophie 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.

Prior to joining BBR full-time, Sophie was a summer intern on the Research team. Sophie graduated from the University of Virginia with a BA in Art History.

Outside of the office, Sophie enjoys traveling, hiking, and spending time with her friends & family.

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