Stephen joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio and 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. Prior to joining BBR, Stephen was a Vice President […]
Neil joined BBR Partners in 2021 and is a Vice President of Systems Development. Neil’s responsibilities include dealing with BBR’s data needs throughout the company. Prior to BBR, Neil worked as a subcontractor for the federal government, building applications to support federal background checks. He graduated with honors from Slippery Rock University with a BA […]
Ian joined BBR Partners in 2023 as Vice President of Systems Development. Ian’s responsibilities include architecting and maintaining BBR’s many data integration pipelines. Prior to joining BBR, Ian held several senior-level positions in Data Engineering roles, including work for a Federal Contractor that specializes in data processing for US Security Clearance background investigations, as well as […]
Jake joined BBR in 2018 and is a Vice President of Trading. Jake’s responsibilities include monitoring trade-related cash movements between client accounts and external accounts for investments in various asset classes. Prior to joining BBR, Jake worked at Oppenheimer & Co., as a Mutual Fund Operations Specialist, where he supported the mutual fund trading desk. […]
Gallagher joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Gallagher’s 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. Prior to BBR, Gallagher was an Analyst at Goldman […]
Mikaela joined BBR Partners in 2018 and is a Vice President and Senior Executive Assistant. In addition to supporting senior members of the Investment Research Team, she is the Admin Team Manager in the New York office. Prior to joining BBR full-time, Mikaela played Division I basketball at Manhattan College where she graduated with a […]
Nehal joined BBR Partners in 2020 and is currently a Vice President of Innovation. Nehal identifies areas ripe for enhancement and develops and implements strategies for improvement so that BBR can meet its short and long term goals. Prior to joining BBR, Nehal was an Analyst at Novantas. Nehal graduated with a Masters in Engineering […]
Ravenn joined BBR Partners in 2021 and is the Vice President of Client Onboarding. Her responsibilities include working with BBR Partners’ clients and Wealth Advisory Teams to smoothly and efficiently transition new family portfolios to the firm. Additionally, she acts as a point of contact to administrators to ensure the client’s private and illiquid investment […]
Haley joined BBR in 2024 as an HR Business Partner. She is responsible for advising and connecting with leaders and employees at BBR to drive engagement, retention, talent, and business objectives. Before joining BBR, Haley was at Capital One, where she held a variety of HR roles over nearly six years. These included positions in […]
Matt joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. His 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, Matt was a partner at Herman […]