October 2022 During a lively discussion, Brett and company riffed on long/short hedge funds, private markets, Africa and other empty rooms, potential canaries in the coal mine, continuation funds, co-investments, favorite investment types, and blind spots. They also paid a tribute to the legendary Ira Harris. Listen to Podcast here >
19
Sep
Sep
2022 Top 100 RIA Firms Barron’s 2022 ranking of the nation’s top 100 RIA Firms BBR Partners was ranked #21 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for […]
30
Aug
Aug
September 1, 2022 We are thrilled to share that our co-founder and co-CEO Evan Roth is profiled in this month’s issue of “Real Assets Adviser”. In this profile, Evan outlines his journey from Kentucky to Wall Street to founder of BBR Partners. ““I won’t say I’m an entrepreneur, but I had an entrepreneurial zeal to make […]
26
Jul
Jul
Goodbye To All That FA‘s 2022 RIA Ranking BBR Partners was ranked #18 in Financial Advisor’s “2022 RIA Ranking”. Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with […]
15
Jun
Jun
June 2022 Stephanie Diamond, our Director of Impact Driven Client Solutions, joined BBR to design and execute an innovative approach to philanthropic advising we call “Multidimensional Impact” (“MDI”). In the latest episode of BBR To-Go, Partner and Director of Portfolio & Wealth Advisory, Sean Apgar engages Stephanie in an informative dialogue on the fundamentals of MDI as […]
07
Feb
Feb
January 31, 2022 The Adams administration released an open letter from over 200 business, civic, and labor leaders showing broad support for the Mayor’s efforts to make New York a safer and more just city. VIEW OPEN LETTER >
07
Feb
Feb
. We are thrilled to be able to start the year off with an exciting announcement. The BBR difference, that special quality which continues to set us apart, is our people. It has always been true, but the last few exceptional years have proven it more than ever. Thriving cultures can grow organically from within […]
07
Feb
Feb
July 2021 The BBR Partners difference has always been the people that make up our various communities. Thriving communities and teams, as we know, do not happen by chance. They are the deliberate result of thoughtful leadership, and adherence to a clear set of stated values and characteristics. To offer a glimpse into how these […]
07
Feb
Feb
December 2021 We are committed to supporting organizations that are doing extraordinary work. This holiday season, in appreciation, we supported Start Small Think Big and Year Up. Start Small Think Big is a nonprofit that helps small businesses with high potential and limited access to the resources needed to create thriving businesses. Year Up is a national workforce […]
05
Jan
Jan
Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice NEW YORK, November 15, 2021–( BUSINESS WIRE)– BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for client families by introducing Multidimensional Impact. Stephanie Diamond, has joined the […]