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.
BBR Partners Named to CNBC’s Elite Advisors List 2026
The list recognizes 25 of the nation’s investment advisors serving ultra-high net worth individuals and family offices, selected for their experience advising clients with investable assets of $25 million or more.
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
