Gillian joined BBR Partners in 2006 and is a Director of Portfolio Admin & Reporting. Gillian’s responsibilities include working with clients, managing the Client Administration team, and collaborating on projects. Prior to joining BBR, Gillian worked for HSBC as a Portfolio Administrator, supporting fund accountants in NAV calculations for hedge funds. Gillian graduated from Loyola […]
Anca joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Her responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. She is also team lead and oversees several portfolio and […]
Julia joined BBR Partners in 2017 and is a Director of Portfolio & Wealth Advisory. She works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan. Prior to joining BBR, Julia worked as an Analyst at Barclays Investment Bank […]
Rob joined BBR Partners in 2023 as a Director on the Investment Research Team. As a Portfolio Strategist, Rob provides the Research team with macroeconomic insights, assists with building asset allocations and capital market expectations, and serves as a liaison to the Portfolio & Wealth Advisory team on investment opportunities, client asset allocations, and portfolio […]
Alan joined BBR Partners in 2018 and is the Director of Finance and Chief Financial Officer. Alan oversees the firm’s capital and operating budget, financial reporting, and coordination with outside auditors. Alan has a deep understanding of finance and accounting, strategy, and operations, and is a member of the team responsible for ensuring strong internal […]
Justine joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Her responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. She oversees process and procedural protocol as it relates to […]
Matthew joined BBR Partners in 2014 and is a Director and General Counsel, overseeing the firm’s legal affairs and advising on regulatory and compliance matters. Matthew has substantial experience with complex corporate transactions, asset management, securities laws, and investment adviser regulation. He is also a member of BBR’s Compliance Committee. Prior to joining BBR Partners, […]
Nick joined BBR Partners in 2014 and is a Director of Investment Research. His responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Nick is […]
Gazelle Summe joined BBR Partners in 2021 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment tax and estate planning into a cohesive wealth management plan. Prior to joining BBR, Gazelle was a Senior Vice President, […]
Sonia joined BBR Partners in 2011 and is a Director of Portfolio & Wealth Administration. Sonia’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. Prior to joining BBR, Sonia worked for Tradition Capital Management […]