A group of talented people who care about each other, our clients, and our collective communities.

THE PARTNERS

Michael W. Anson

Partner, Chief Administrative Officer & Chief Compliance Officer

Sean R. Apgar

Partner, Co-Head of Portfolio & Wealth Advisory

Brett H. Barth

Co-CEO

Nicole C. Davis

Partner, Deputy Chief Operating Officer of Portfolio & Wealth Advisory

Scott M. Ehrlich

Partner, Chief Technology Officer

Michael S. Goldberg

Partner, Director of Portfolio & Wealth Advisory

Stephanie J. Gromek

Co-Managing Partner, Director of Portfolio & Wealth Advisory

Jennifer M. Joyce

Partner, Chief Operating Officer of Portfolio & Wealth Advisory

Steven R. Katz

Partner, Director of Portfolio & Wealth Advisory

Barry M. Klayman

Partner, Chief Operating Officer

Marc R. Koslowsky

Partner, Head of Investment Research

Darcy McFadyen

Partner, Head of Data Governance

Benjamin S. Metzger

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Southeast

Jonathan G. Miles

Partner, Head of Business Services & Deputy COO

Justin A. Molinaro

Partner, Director of Investment Research

Sarah E. Norris

Partner, Director of Portfolio & Wealth Advisory and Head of BBR Midwest

William C. Page

Partner, Director of Investment Research

Justin R. Peterson

Partner, Director of Portfolio & Wealth Advisory and Head of BBR West

Brandon S. Pick

Partner, Director of Investment Research

Steven D. Pressman

Partner, Co-Head of Portfolio & Wealth Advisory

Ryan K. Preston

Partner, Director of Portfolio & Wealth Advisory

Jennifer N. Ray

Partner, Head of Business Strategy & Innovation

Evan M. Roth

Co-CEO

Sarah N. Rumph

Partner, Head of ESG, Director of Investment Research

Todd C. Whitenack

Co-Managing Partner, Director of Investment Research

Kevin M. Widmaier

Partner, Head of Portfolio Management

Matthew B. Austin

Director of Client Onboarding

Bradley R. Bernard

Director of Portfolio & Wealth Advisory

Liz R. Cillo

Director of Portfolio & Wealth Advisory

Douglas B. Cohen

Director of Business Analysis

Michael D. Darosa

Director of Portfolio & Wealth Advisory

Deanna H. Deutschman

Director of Portfolio & Wealth Advisory - Chicago

Stephanie M. Diamond

Director of Wealth Management Solutions & Strategic Philanthropy

Kate E. Doherty

Director of Portfolio & Wealth Administration

Regina J. Gatti

Director of Talent Acquisition

Maya P. Han

Director of Portfolio & Wealth Administration

Stacy H. Hendler

Director of Portfolio & Wealth Advisory

Jonathan P. Hoffman

Director of Brand Development

Jerry Hsieh

Director of Fund Accounting

Laura M. Ilkiw

Director of Learning and Development

Jordan R. Karen

Director of Portfolio & Wealth Advisory

Maureen C. Keating

Director of Portfolio Management & Trading

Cary M. Klivan

Director of Tax & Accounting

Michael J. MacMillan

Director of Development & Engineering

Kevin F. Mahon

Director of Portfolio & Wealth Advisory

Julie M. Melwani

Director, Head of HR

Gillian A. Minardi

Director of Portfolio Admin & Reporting

Anca Montuschi

Director of Portfolio & Wealth Administration

Julia A. Panchot

Director of Portfolio & Wealth Advisory

Robert G. Pierce

Director, Portfolio Strategist

Alan Raboy

Director of Finance, Chief Financial Officer

Justine E. Rocco

Director of Portfolio & Wealth Administration

Matthew Shapiro

General Counsel

Nicholas W. Squires

Director of Investment Research

Gazelle B. Summe

Director of Portfolio & Wealth Advisory

Sonia D. Thorne

Director of Portfolio & Wealth Administration

Daniel P. Turner

Director of Development & Engineering

Michael P. Wolson

Director of Portfolio & Wealth Advisory

Feroze H. Ansari

Vice President of Portfolio Admin

Chris Attardo

Vice President of Data Solutions

Sarah B. Aurora

Vice President of Portfolio & Wealth Administration

Kevin M. Baren

Vice President of Portfolio Admin

Christopher A. Brullo

Vice President of Business Analysis

Stephen P. Cain

Vice President of Portfolio & Wealth Advisory

David M. Choy

Vice President of Alternative Investment Administration and Accounting

Melody L. Clancy

Vice President of Portfolio & Wealth Administration

Stephen C. Colodny

Vice President of Portfolio & Wealth Advisory

Neil L. Gladstone

Vice President of Systems Development

Ian G. Glinka

Vice President of Systems Development

Jake M. Goldsmith

Vice President of Trading

Gallagher J. Gregory

Vice President of Portfolio & Wealth Advisory

Mikaela J. Guiton

Vice President and Senior Executive Assistant

Nehal Gupta

Vice President of Innovation

Ravenn T. Haynes-Gashi

Vice President of Client Onboarding

Haley E. Hickey

Vice President, HR Business Partner

Matthew S. Herman

Vice President of Portfolio & Wealth Advisory

Sophie L. Holt

Vice President of Investment Research

Julia F. Howell

Vice President of Human Resources

Michael J. Ioannou

Vice President of Legal

Kimberly L. Janicki

Vice President of Systems Development

Salina Kelley sitting on a dark red chair with plants on the background in an office setting, dressed professionally and smiling to camera.

Salina D. Kelley

Vice President of Accounting

Kerstin S. Krautbauer

Vice President of Compliance

Henry S. Lavieri

Vice President of Portfolio & Wealth Advisory

Eleonore “Ella” Lund-Simon

Vice President of Portfolio & Wealth Advisory

Margaret “Mimi” F. MacCowatt

Vice President of Portfolio & Wealth Advisory

Stephen J. McKenna

Vice President of Data Solutions

Katerina P. Margiotta

Vice President of Brand and Business Development

Emily O. Marinello

Vice President of Business Development

Michael J. Marino

Vice President of Alternative Investment Administration and Accounting

Matthew C. McCormack

Vice President of Data Solutions

Patrick J. McHale

Vice President of Portfolio & Wealth Advisory

Christopher M. Melillo

Vice President of Portfolio & Wealth Advisory

Nikita R. Mutalik

Vice President of Portfolio & Wealth Advisory

Angela Y. Neller

Vice President of Trading

Andrew S. Nelson

Vice President of Project Management

John P. Niles

Vice President of Portfolio & Wealth Advisory

Sean N. Pezza

Vice President of Portfolio & Wealth Advisory

Krystle C. Phelps

Vice President of Portfolio Admin

Frank J. Pisani

Vice President of Business Analysis

Bridget A. Ryan

Vice President of Trading

Ari J. Shalit

Vice President of Portfolio & Wealth Advisory

Dylan T. Stroud

Vice President of Portfolio & Wealth Advisory

Denny J. Trice

Vice President of Systems Development

Yan Wang

Vice President of Portfolio & Wealth Administration

Staci L. Watson

Vice President, Portfolio & Wealth Advisory Admin Team Manager

Nelson Wu

Vice President of Information Technology

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BBR is engaged, or continues to be engaged, to provide investment advisory services.