Steven D. PressmanPartner, Director of Portfolio & Wealth Advisory
Steve joined BBR Partners in 2010 and is a Director of Portfolio & Wealth Advisory, 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. Steve has extensive experience developing plans for families with complex financial structures, including those with concentrated stock positions. Steve oversees BBR’s Quality Management Committee.
Prior to joining BBR, Steve was a Managing Director at Fleming, Perry & Cox, a boutique financial planning and wealth management firm where he advised high-net-worth clients in the areas of investments, cash flow management, retirement planning and estate planning strategies. Prior to Fleming, Perry & Cox, Steve was a Management Committee Advisor at Bridgewater Associates, a large institutional hedge fund manager. Prior to Bridgewater, Steve was Chief Financial Officer of his family’s marine distribution business, and he led the sale of that business to a Fortune 500 company in 2005. Earlier in his career, Steve practiced securities law at Simpson, Thacher & Bartlett and worked as an accountant for Arthur Andersen.
Steve holds a JD from the Columbia University School of Law and a BS in Economics cum laude from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and a Certified Financial Planner. Steve is a member of the Estate Planning Council of Lower Fairfield County.
Steve lives in Fairfield, CT with his wife and two children. When not in the office, Steve enjoys playing golf and skiing.