John P. Niles
Vice President of Portfolio & Wealth Advisory
Portfolio & Wealth Advisory
San Francisco, CA
John joined BBR Partners in 2020 and is a Vice President of Portfolio & Wealth Advisory. His 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 joining BBR, John was an Analyst in the Private Bank at JPMorgan where he provided wealth management services for ultra-high net worth individuals and families.
John graduated magna cum laude with a BSC in Finance from Santa Clara University.
John lives in San Francisco and outside of the office he enjoys spending time outdoors, traveling, and cheering on his favorite Bay Area sports teams.