December 2024 In this season we are reminded of the rewards of uplifting and supporting one another. We are excited to continue our tradition of sharing a holiday video with you. This film highlights the students at Cristo Rey Brooklyn High School, an organization we are proud to partner with through our internship program. Their […]
10
Oct
Oct
October 2024 We are very pleased to share the newest chapter of BBR In the Weeds: “Family Continuity & Generational Well-Being”, featuring Deanna Deutschman, Director of Portfolio & Wealth Advisory at BBR Partners, and Gregory T. Rogers, Founder & Managing Partner at RayLign LLC. Overview Go Deeper (Process & Additional Insights) […]
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Jun
Jun
June 2024 In May, we held our second iteration of IMPACT Week, where volunteers from BBR collaborated with 13 remarkable organizations across the US. This fantastic experience brought us closer together and showcased the incredible efforts of nonprofits in our communities. We extend our immense gratitude to: Animal Haven, BUILD Chicago, Cristo Rey Brooklyn High […]
11
Jun
Jun
June 2024 We are excited to share Chapter Three of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This video features our Client Onboarding and Data Solutions teams and goes deeper into our approach to create peace of mind for our clients. Thank you for being a part of this journey with us. […]
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Mar
Mar
March 2024 We are excited to share Chapter Two of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This segment offers a closer look at the specific functions of the group and highlights the depth of talent at all levels of our firm. Watch Part I
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Jan
Jan
January 2024 The latest edition of BBR To-Go, Episode 9, gives a look behind the scenes to what creates and upholds a culture of simplifying complexity at BBR. It is the first of three chapters showcasing our Operations Teams. We know that our greatest assets are our people, and these teams deliver on that promise […]
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Dec
Dec
December 2023 In trying times, community becomes especially important. In this season we are lifted up by supporting one another. We believe the BBR difference is our people. We hope this year’s video lends meaning and a bit of joviality to that statement. We wish you happy holidays and a joyful New Year!
22
Jun
Jun
June 2023 In May, we launched our very first IMPACT@BBR volunteer initiative, offering ten incredible volunteer projects for our staff in collaboration with local organizations dedicated to improving our communities. A huge thank you to all our volunteers and the organizations who allowed us to join them to make an IMPACT: Citymeals on Wheels, CityArts, […]
07
Jun
Jun
April 25th, 2023 We are pleased to share the newest chapter of BBR In The Weeds. It delves into planning strategies and techniques of specific benefit to founders and entrepreneurs. Featuring Ryan Preston, Partner, Director of Portfolio & Wealth Advisory and Michael Arlein, Partner at Patterson Belknap Webb & Tyler, LLP. Founders and entrepreneurs have unique needs. […]
08
Dec
Dec
January 2023 We are pleased to share our perspective on deglobalization from Brett Barth (Co-CEO), Todd Whitenack (Co-Managing Partner), and Sophie Holt (Vice President of Investment Research). Investing in a Less Connected World Persistent Crises Test Globalization Over recent years, a number of developments have exposed the vulnerabilities of global integration; COVID, US-China tension, Russia’s […]
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