We are an independent 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.
Brett H. Barth
Co-CEO
Investment Research
Stephanie J. Gromek
Co-Managing Partner,
Director of Portfolio
& Wealth Advisory
Evan M. Roth
Co-CEO
Portfolio & Wealth Advisory
Todd C. Whitenack
Co-Managing Partner,
Director of Investment Research
Nicole C. Davis
Partner, Co-Chief Operating Officer
of Portfolio & Wealth Advisory
and Head of Advisory Services
Jennifer M. Joyce
Partner, Co-Chief Operating Officer
of Portfolio & Wealth Advisory
Marc R. Koslowsky
Partner, Head of Investment Research
Darcy McFadyen
Partner, Head of Operations
Michael W. Anson
Partner, Chief Administrative Officer
& Chief Compliance Officer
Scott M. Ehrlich
Partner, Chief Technology Officer
Jonathan G. Miles
Partner, Chief Operating Officer
Jennifer N. Ray
Partner, Head of Wealth Strategies and Strategic Partnerships
