We are a boutique wealth management firm.
Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.
CELEBRATING 25 YEARS
On our 25th anniversary, our Co-CEOs and Co-Managing Partners reflect on BBR’s journey and share our vision for the future. They highlight our commitment to independence, intentional culture, and bespoke client service.
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
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, Chief Operating Officer
Justin A. Molinaro
Partner, Director of Investment Research
Sarah E. Norris
Partner, Director of Portfolio & Wealth Advisory and Head of BBR Chicago
