We are a boutique wealth management firm.

Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.

THE BBR PARTNERS DIFFERENCE

The BBR Partners difference has always been the people that make up our various communities. Thriving communities and teams, as we know, do not happen by chance. They are the deliberate result of thoughtful leadership, and adherence to a clear set of stated values and characteristics.

See how these principles are applied

You are unique, your wealth should be managed that way.

OUR SERVICES

We are a culture of collaborators.


Steven R. Katz

 

Partner, Director of Portfolio & Wealth Advisory

Barry M. Klayman

 

Partner, Chief Operating Officer

Maya P. Han

 

Director of Portfolio & Wealth Administration

Jonathan P. Hoffman

 

Director of Brand Development


Jerry Hsieh

 

Director of Fund Accounting

Jordan R. Karen

 

Director of Portfolio & Wealth Advisory

Marc R. Koslowsky

 

Partner, Head of Investment Research

Darcy McFadyen

 

Partner, Head of Operations

Benjamin S. Metzger

 

Partner, Director of Portfolio & Wealth Advisory

Jonathan G. Miles

 

Partner, Deputy Chief Operating Officer and Head of Human Resources

Justin A. Molinaro

 

Partner, Director of Investment Research

Sarah E. Norris

 

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Chicago

MEET OUR TEAM