Episode 6: Interview with Evan Roth, Co-Managing Partner of BBR Partners

On this episode, we have an insightful and entertaining chat with Evan Roth, co-founder and co-Managing Partner of BBR Partners.  In August of this year, Barron’s ranked BBR Partners as the #6 Independent Advisory Firm.

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Podcast Important Disclaimer: This podcast contains general information, and no portion of the content is intended to apply to any specific individual’s situation.  No portion of the podcast content serves as the receipt of, or as a substitute for, personalized individual advice from BBR Partners.  Nothing herein constitutes or is intended to constitute legal or tax advice, or any other client specific advice.  The information may not reflect current legal/tax developments or otherwise be applicable to an individual’s circumstance.  With respect to investment-related content, please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy made reference to directly or indirectly in this podcast will be profitable, equal any corresponding indicated historical performance levels(s), or be suitable for your portfolio.  To the extent that an individual has any questions regarding the applicability of any specific issue to their individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing.  A copy of BBR Partners’ current written disclosure statement discussing our advisory services is available for review upon request.

BBR Partners Opens New Chicago Office

 NEW YORK (October 19, 2016) – BBR Partners, a New York-based wealth management firm formally announced the expansion of the firm with the opening of a third office in Chicago, Illinois. Sarah Norris, a recent hire from JP Morgan & Co., heads the new location as the firm’s newest Director of Portfolio & Wealth Advisory.

Sarah joined BBR in 2015 after spending over 20 years as Executive Director at JP Morgan Private Bank. In that role she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs. Earlier in her career at JP Morgan, Sarah was selected as a First Chicago First Scholar where she rotated through various departments at the bank, while simultaneously working towards her MBA at the Kellogg School of Management at Northwestern University. Sarah earned her BA from Brown University with a concentration in International Relations.

Deanna Deutschman relocated from the New York office to join Sarah in Chicago. Deanna, a graduate of Northwestern University, joined BBR Partners in 2009 and is a Vice President of Portfolio and Wealth Advisory.

“Since BBR’s founding we have partnered with families throughout the Midwest and look forward to continuing to provide an extraordinarily high level of service to those families through this new location. Additionally, Sarah’s wealth management expertise and her deep roots within the region will be essential as we develop new family relationships in the area.” said Evan Roth, a Louisville, KY native, co-Founder and Managing Partner of BBR Partners.

About BBR Partners:

BBR Partners (“BBR”) is a boutique wealth management firm providing investment advice and financial solutions to a select group of families who embrace an independent approach to managing their wealth. BBR was founded in 2000 and services families with a minimum of $20 million in investable assets. As of September 30, 2016 BBR had 99 employees managing over $11.5 billion for more than 120 families. BBR’s core service is investment management, which is distinguished by a sophisticated approach to asset allocation and manager due diligence. Our team partners with clients to design and implement customized investment programs that are specifically tailored to each family member’s unique objectives and circumstances. Our holistic approach integrates all aspects of a client’s financial life including tax optimization, trust & estate planning, cross-generational education and governance, pre-sale business planning, philanthropic strategies, and other financial endeavors.

To learn more, please visit www.bbrpartners.com.

Contact:
Nicole C. Davis
BBR Partners, LLC
Two Grand Central Tower
140 East 45th Street, 26th Floor
New York, NY 10017
(212) 313-9874
ndavis@bbrpartners.com

Episode 14: The lessons for us all in Junior Bridgeman’s career transformation: NBA star to restaurant mogul. Taped in front of a live audience!

Junior Bridgeman is one of the most successful former athletes of all time. After retiring from the Milwaukee Bucks in 1987, he started a career that took him from owning and running a few Wendy’s in Milwaukee to being one of the largest franchisees in America. His next act? Coca Cola bottler.

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Twitter: Rothevan and Danroth
LinkedIn: Evan and Dan

Podcast Important Disclaimer: This podcast contains general information, and no portion of the content is intended to apply to any specific individual’s situation.  No portion of the podcast content serves as the receipt of, or as a substitute for, personalized individual advice from BBR Partners.  Nothing herein constitutes or is intended to constitute legal or tax advice, or any other client specific advice.  The information may not reflect current legal/tax developments or otherwise be applicable to an individual’s circumstance.  With respect to investment-related content, please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy made reference to directly or indirectly in this podcast will be profitable, equal any corresponding indicated historical performance levels(s), or be suitable for your portfolio.  To the extent that an individual has any questions regarding the applicability of any specific issue to their individual situation, he/she is encouraged to consult with the professional advisors of his/her choosing.  A copy of BBR Partners’ current written disclosure statement discussing our advisory services is available for review upon request.

Sarah Rumph served on the Selection Committee for the ICS Nantucket 2016 Fund Scholarship at the Smarter Money Impact Capitalism Summit

ICS Fund Metrics Scholarship

• Why. Big Path supports a diverse ecosystem of fund managers as this in turn creates a diverse ecosystem of companies creating a more resilient, robust and open dynamic economy for all.
• What. The Nantucket 2016 Fund metrics scholarship will give the winning Fund the opportunity to present their strategy and impact investment capabilities to a large group of institutional investors at ICS Nantucket 2016 who are currently allocating to impact managers.
• Who. An expert committee of investors will select one (1) Impact Fund Manager based on the best impact reporting metrics. We invite Funds to apply for a scholarship to participate in ICS Nantucket 2016 if they are raising capital in 2016 or 2017.

BBR had 20 participants demonstrate their commitment “to change the face of men’s health” by growing a moustache during the month of November. With support from colleagues, this group raised almost $5,000 for The Movember Foundation.

BBR sent a volunteer team to participate in FeedingNYC, a community effort to provide Thanksgiving meals to New Yorkers in need. The team successfully delivered 350 meals to families throughout Harlem and the Bronx.