Sean joined BBR Partners in 2017 and is a Vice President of Portfolio & Wealth Advisory. Sean’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 matters and coordinating with external advisors. Prior to joining BBR, Sean was a Registered Associate […]
Krystle joined BBR Partners in 2014 and is a Vice President of Portfolio Admin. Krystle’s responsibilities include valuing and reconciling direct alternative investments for clients, maintaining and reconciling BBR’s performance software, and finding boutique solutions for specific client reporting needs. Krystle also leads Pride @ BBR, BBR’s affinity group for LGBTQ+ employees. Prior to joining […]
Frank joined BBR Partners in 2022 and is a Vice President of Business Analysis. Frank’s responsibilities include working across the organization to define key project initiatives, application implementations, and managing the project lifecycle. Prior to joining BBR, Frank was a Business Process Manager at Bed Bath & Beyond where he was a part of a […]
Bridget joined BBR Partners in 2018 and is a Vice President of Trading. Bridget’s responsibilities include overseeing the Trading & Cash Team and managing Liquid & Illiquid client account activities. Bridget holds a Bachelor of Science in Finance from Fordham University. Prior to joining BBR, Bridget was an Account Administrator in Alternative Investment Services at […]
Ari joined BBR Partners in 2019 and is a Vice President of Portfolio & Wealth Advisory. Ari’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 and coordinating with external advisors. Prior to joining BBR, Ari was an Associate at Merrill […]
Dylan joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. Dylan’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, Dylan worked as an Associate at […]
Denny joined BBR Partners in 2022 as a Vice President of Systems Development. Denny’s responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to BBR, Denny worked as an independent contractor building process automation applications for various industries ranging from the Department of Defense to Fortune 500 companies, and brings […]
Yan joined BBR Partners in 2018 and is a Vice President of Portfolio & Wealth Administration. Her responsibilities include monitoring transactions, processing new accounts, and preparing client account statements. Prior to joining BBR, Yan worked as a Client Services Associate at American Portfolios Financial Services. Yan holds a BBA in Marketing from Baruch College and […]
Staci joined BBR in 2014 and is currently a Vice President and Senior Executive Assistant. In addition to supporting senior members of Portfolio & Wealth Advisory, she is the Manager of the Portfolio & Wealth Advisory admin team. Before joining BBR Partners, Staci was an Operations Assistant with E-Squared Hospitality where she helped open restaurants […]
Nelson joined BBR in 2013 and is the Vice President of Information Technology. Nelson supports the internal staff with all technology related needs, including hardware, software, and long-term projects for the firm. Prior to joining BBR, Nelson was an IT intern at the United States District Court. Nelson holds a BA in Computer Information Systems […]