![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_MikeAnson_8677.jpg)
Michael W. Anson
Partner, Chief Administrative Officer & Chief Compliance Officer
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_SeanApgar_10437.jpg)
Sean R. Apgar
Partner, Co-Head of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_BrettBarth_11016.jpg)
Brett H. Barth
Co-CEO
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_NicoleDavis_4907.jpg)
Nicole C. Davis
Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_ScottEhrlich_6409.jpg)
Scott M. Ehrlich
Partner, Chief Technology Officer
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_MichaelGoldberg_10272.jpg)
Michael S. Goldberg
Partner, Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_StephanieGromek_8028-e1710966590222.jpg)
Stephanie J. Gromek
Co-Managing Partner, Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_JenniferJoyce_5788.jpg)
Jennifer M. Joyce
Partner, Chief Operating Officer of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_SteveKatz_5175.jpg)
Steven R. Katz
Partner, Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_BarryKlayman_8190.jpg)
Barry M. Klayman
Partner, Chief Operating Officer
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/MarcKoslowsky_BBR_868.jpg)
Marc R. Koslowsky
Partner, Head of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_DarcyMcFadyen_7531.jpg)
Darcy McFadyen
Partner, Head of Data Governance
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_BenjaminMetzger_10561.jpg)
Benjamin S. Metzger
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Southeast
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_JonathanMiles_6945.jpg)
Jonathan G. Miles
Partner, Head of Business Services & Deputy COO
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/JustinMolinaro2088.jpg)
Justin A. Molinaro
Partner, Director of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_SarahNorris_12891.jpg)
Sarah E. Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_WillPage_10158.jpg)
William C. Page
Partner, Director of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/JustinPeterson.jpg)
Justin R. Peterson
Partner, Director of Portfolio & Wealth Advisory and Head of BBR West
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_BrandonPick_8514.jpg)
Brandon S. Pick
Partner, Director of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_StevenPressman_10409.jpg)
Steven D. Pressman
Partner, Co-Head of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_RyanPreston_5910.jpg)
Ryan K. Preston
Partner, Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_JenRay_10825.jpg)
Jennifer N. Ray
Partner, Head of Business Strategy & Innovation
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_EvanRoth_12502.jpg)
Evan M. Roth
Co-CEO
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_SarahRumph_10004.jpg)
Sarah N. Rumph
Partner, Head of ESG, Director of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_ToddWhitenack_7774.jpg)
Todd C. Whitenack
Co-Managing Partner, Director of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_KevinWidmaier_5480.jpg)
Kevin M. Widmaier
Partner, Head of Portfolio Management
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_MattAustin_11376-1.jpg)
Matthew B. Austin
Director of Client Onboarding
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_BradBernard_9133.jpg)
Bradley R. Bernard
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_LizCillo_11675-1.jpg)
Liz R. Cillo
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_DougCohen_9327.jpg)
Douglas B. Cohen
Director of Business Analysis
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_MichaelDarosa_11484-1.jpg)
Michael D. Darosa
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_DeannaDeutschman_12569.jpg)
Deanna H. Deutschman
Director of Portfolio & Wealth Advisory - Chicago
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_StephanieDiamond_8353.jpg)
Stephanie M. Diamond
Director, Impact Driven Client Solutions
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/KateDoherty.jpg)
Kate E. Doherty
Director of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_ReginaGatti_10706.jpg)
Regina J. Gatti
Director of Talent Acquisition
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_MayaHan_11852-1.jpg)
Maya P. Han
Director of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2023/06/Stacey-Hendler-scaled.jpg)
Stacy H. Hendler
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_JonathanHoffman_10935.jpg)
Jonathan P. Hoffman
Director of Brand Development
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_JerryHsieh_6104.jpg)
Jerry Hsieh
Director of Fund Accounting
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_LauraIlkiw_11749-1.jpg)
Laura M. Ilkiw
Director of Learning and Development
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_JordanKaren_5607.jpg)
Jordan R. Karen
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/MaureenKeating_BBR_1211.jpg)
Maureen C. Keating
Director of Portfolio Management & Trading
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_CaryKlivan_6791.jpg)
Cary M. Klivan
Director of Tax & Accounting
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Male-Silhouette.png)
Michael J. MacMillan
Director of Development & Engineering
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_KevinMahon_9181.jpg)
Kevin F. Mahon
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/JulieMelwani_BBR_122.jpg)
Julie M. Melwani
Director, Head of HR
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_GilMinardi_11143.jpg)
Gillian A. Minardi
Director of Portfolio Admin & Reporting
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_AncaMontuschi_4868.jpg)
Anca Montuschi
Director of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_RebeccaNachmani_5279-scaled.jpg)
Rebecca Nachmani
Director of Finance & Controller
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_JuliaPanchot_11556-1.jpg)
Julia A. Panchot
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/RobPierce_BBR_856-scaled.jpg)
Robert G. Pierce
Director, Portfolio Strategist
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_AlanRaboy_6978.jpg)
Alan Raboy
Director of Finance, Chief Financial Officer
![](https://www.bbrpartners.com/wp-content/uploads/2023/02/JustineRocco19799-1-scaled.jpg)
Justine E. Rocco
Director of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_MattShapiro_10966.jpg)
Matthew Shapiro
General Counsel
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_NickSquires_6601.jpg)
Nicholas W. Squires
Director of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/GazelleSumme2222.jpg)
Gazelle B. Summe
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/SoniaThorne_BBR_1304.jpg)
Sonia D. Thorne
Director of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/DanielTurner.jpg)
Daniel P. Turner
Director of Development & Engineering
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_MikeWolson_9786.jpg)
Michael P. Wolson
Director of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/FerozeAnsari-1.jpg)
Feroze H. Ansari
Vice President of Portfolio Admin
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_ChristopherAttardo_11251-1.jpg)
Chris Attardo
Vice President of Data Solutions
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/SarahAurora_BBR_972.jpg)
Sarah B. Aurora
Vice President of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/KevinBaren.jpg)
Kevin M. Baren
Vice President of Portfolio Admin
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Male-Silhouette.png)
Christopher A. Brullo
Vice President of Business Analysis
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_StephenCain_7999.jpg)
Stephen P. Cain
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_DavidChoy_6304.jpg)
David M. Choy
Vice President of Alternative Investment Administration and Accounting
![](https://www.bbrpartners.com/wp-content/uploads/2023/02/MelodyClancy19133-1.jpg)
Melody L. Clancy
Vice President of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Male-Silhouette.png)
Stephen C. Colodny
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/NeilGladstone-1.jpg)
Neil L. Gladstone
Vice President of Systems Development
![](https://www.bbrpartners.com/wp-content/uploads/2023/03/IanGlinka-scaled.jpg)
Ian G. Glinka
Vice President of Systems Development
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/JakeGoldsmith18704.jpg)
Jake M. Goldsmith
Vice President of Trading
![](https://www.bbrpartners.com/wp-content/uploads/2024/07/GallagherGregory18456-scaled.jpg)
Gallagher J. Gregory
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/MikaelaGuiton_BBR_85-2-scaled.jpg)
Mikaela J. Guiton
Vice President and Senior Executive Assistant
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_NehalGupta_9058.jpg)
Nehal Gupta
Vice President of Innovation
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/RavennHaynes-Gashi18732-crop-for-website-ask-amy-scaled.jpg)
Ravenn T. Haynes-Gashi
Vice President of Client Onboarding
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Female-Silhouette.jpg)
Haley E. Hickey
Vice President, HR Business Partner
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_MatthewHerman_12842.jpg)
Matthew S. Herman
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/BBRHeadshots_SophieHolt_9008.jpg)
Sophie L. Holt
Vice President of Investment Research
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_JuliaHowell_9709.jpg)
Julia F. Howell
Vice President of Human Resources
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_MichaelIoannou_9424.jpg)
Michael J. Ioannou
Vice President of Legal
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/KimJanicki2033.jpg)
Kimberly L. Janicki
Vice President of Systems Development
![Salina Kelley sitting on a dark red chair with plants on the background in an office setting, dressed professionally and smiling to camera.](https://www.bbrpartners.com/wp-content/uploads/2024/03/SalinaKelley_BBR_646-scaled.jpg)
Salina D. Kelley
Vice President of Accounting
![](https://www.bbrpartners.com/wp-content/uploads/2023/02/KerstinKrautbauer19436-1-scaled.jpg)
Kerstin S. Krautbauer
Vice President of Compliance
![](https://www.bbrpartners.com/wp-content/uploads/2023/01/BBRHeadshots_HenryLavieri_8530.jpg)
Henry S. Lavieri
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2023/03/EllaLundSimon-scaled.jpg)
Eleonore “Ella” Lund-Simon
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Female-Silhouette.jpg)
Margaret “Mimi” F. MacCowatt
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Male-Silhouette.png)
Stephen J. McKenna
Vice President of Data Solutions
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_KaterinaMargiotta_5126.jpg)
Katerina P. Margiotta
Vice President of Brand and Business Development
![](https://www.bbrpartners.com/wp-content/uploads/2023/01/BBRHeadshots_EmilyMarinello_5066.jpg)
Emily O. Marinello
Vice President of Business Development
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/MichaelMarino_BBR_1155-1-2.jpg)
Michael J. Marino
Vice President of Alternative Investment Administration and Accounting
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_MattMcCormack_11416-1.jpg)
Matthew C. McCormack
Vice President of Data Solutions
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/BBRHeadshots_PatrickMcHale_8863.jpg)
Patrick J. McHale
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/ChrisMelillo1.jpg)
Christopher M. Melillo
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_NikitaMutalik_5365.jpg)
Nikita R. Mutalik
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2023/01/AngelaNeller18940.jpg)
Angela Y. Neller
Vice President of Trading
![](https://www.bbrpartners.com/wp-content/uploads/2022/08/Male-Silhouette.png)
Andrew S. Nelson
Vice President of Project Management
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_JohnNiles_11702-1.jpg)
John P. Niles
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/05/BBRHeadshots_SeanPezza_11973-1.jpg)
Sean N. Pezza
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2024/01/KrystlePhelps_BBR_985.jpg)
Krystle C. Phelps
Vice President of Portfolio Admin
![](https://www.bbrpartners.com/wp-content/uploads/2023/02/FrankPisani19063-1-scaled.jpg)
Frank J. Pisani
Vice President of Business Analysis
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_BridgetRyan_7332.jpg)
Bridget A. Ryan
Vice President of Trading
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_AriShalit_8838.jpg)
Ari J. Shalit
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_DylanStroud_11095.jpg)
Dylan T. Stroud
Vice President of Portfolio & Wealth Advisory
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/DennyTrice.jpg)
Denny J. Trice
Vice President of Systems Development
![](https://www.bbrpartners.com/wp-content/uploads/2023/01/YanWang19200-2.jpg)
Yan Wang
Vice President of Portfolio & Wealth Administration
![](https://www.bbrpartners.com/wp-content/uploads/2022/03/BBRHeadshots_StaciWatson_12428.jpg)
Staci L. Watson
Vice President, Portfolio & Wealth Advisory Admin Team Manager
![](https://www.bbrpartners.com/wp-content/uploads/2022/04/BBRHeadshots_NelsonWu_10645.jpg)
Nelson Wu
Vice President of Information Technology