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 […]
Sophie joined BBR Partners in 2019 and is a Vice President of Investment Research. Sophie 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. Prior […]
Julia joined BBR Partners in 2015 and is a Vice President of Human Resources. Julia manages the development, operation, and advancement of HR Operations in partnership with the Director of HR. Prior to joining BBR full-time, Julia was an intern on the HR team at BBR. She previously interned at the City of Jacksonville Employee […]
Michael joined BBR in 2021 and is a Vice President of Legal. His responsibilities at the firm include supporting the General Counsel and Chief Compliance Officer on legal and compliance matters. Michael is also a member of BBR’s Compliance Committee. Prior to joining BBR, Michael was at UBS, where he worked within the firm’s compliance […]
Kim joined BBR Partners in 2022 as a Vice President of Systems Development. Kim’s responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to joining BBR, Kim was a Practice Lead for a small IT consulting firm, where she was responsible for developing process automation applications for multiple clients as […]
Salina joined BBR Partners in 2020 and is the Vice President of Accounting. In this role, she supports the CFO and the Controller in the management of the firm’s overall financial picture, including the accounting and financial reporting functions, budget and forecasting, operational analytics, and strategic planning initiatives. Prior to joining BBR, Salina was a […]
Kerstin joined BBR Partners in 2019 and is the Vice President of Compliance. Her responsibilities include supporting the Chief Compliance Officer on legal and compliance matters concerning the firm. Kerstin is also a member of BBR’s Compliance Committee. Prior to joining BBR, Kerstin provided business and legal support at Cyber Power Systems (USA), Inc. and […]
Henry is a Vice President of Portfolio and Wealth Advisory at BBR Partners. 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, Henry was a Senior Investment Associate with Wilmington […]
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 […]
Mimi joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. Mimi’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 joining BBR, Mimi was an Assistant Vice […]