Stephanie joined BBR Partners in 2002 and is Co-Managing Partner of the firm, alongside Todd Whitenack. Stephanie and Todd serve as the day-to-day leaders of the firm, responsible for meeting BBR’s business goals and driving innovation that works towards enhancing BBR’s service and investment management for our client families.  Stephanie’s expertise is in working with families to translate personal and family goals into an overall financial strategy.  Stephanie is also a member of BBR’s Executive, Investment and Operating Committees.

Prior to joining BBR, Stephanie was an Investment Analyst at Perry Capital, where she worked on a team evaluating investments for a $2.5 billion hedge fund portfolio focused on event-driven investing. Previously, she worked at the New York County District Attorney’s Office.

Stephanie earned an MBA from Harvard Business School and graduated with a BA in Sociology from Wellesley College. She sits on the Board of Sadie Nash Leadership Project and is a member of Wellesley Business Leadership Council.

Stephanie lives in Brooklyn with her family and enjoys hiking with her daughter and playing music with her son.

View LinkedIn Profile >

Back to our People