Henry S. Lavieri
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
New York, NY
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 Trust Company, where he worked directly with ultra-high net worth clients, assisted in developing and maintaining customized asset allocations, performed manager due diligence, and supported Senior Investment Advisors.
Henry graduated from Gettysburg College with a Bachelor of Arts in Organization and Management Studies, a minor in Economics, and a minor in Business.
Outside the office, Henry enjoys fly fishing, skiing, golf, and attending Yankees games.