Eleonore “Ella” Lund-Simon
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
Eleonore first joined BBR Partners in 2018 and is currently a Vice President of Portfolio & Wealth Advisory. She joined the firm in 2018 and after 3 years, briefly left to pursue an opportunity in early-stage impact investing. She then subsequently returned to the firm in 2023. Her responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.
Eleonore was previously the Americas Portfolio Manager for the Unreasonable Group and has also worked in the Specialized Tax Services group at PricewaterhouseCoopers.
Eleonore graduated cum laude from Georgetown University’s McDonough School of Business with a BS in Accounting and a minor in Spanish. She serves as Venture Partner for Trailhead Capital, a Regenerative-Agriculture focused Venture Fund.
Eleonore is based out of Boulder, Colorado and outside of the office, enjoys spoiling her Australian Shepherd, Charlie, riding her horse, Chapo, and trail running.