Steve joined BBR Partners in 2010 and is Co-Head of the Portfolio & Wealth Advisory team, responsible for delivering an unparalleled level of service to BBR’s clients. Steve has extensive experience developing wealth management plans for families with complex financial and estate structures. Steve is a member of both BBR’s Operating Committee and BBR’s Investment […]
Ryan Preston joined BBR Partners in 2008. He is a Director of Portfolio & Wealth Advisory, working closely with client families to design and manage comprehensive wealth plans including investment strategies and integrated tax and estate planning. Ryan has advised wealthy individuals and families since 2004 and has extensive experience developing strategic plans for multi-generational […]
Jennifer joined BBR Partners in 2007 and is a Partner and Head of Business Strategy and Innovation. Jennifer’s responsibilities include working closely with the Managing Partners to identify, develop, and execute strategies that continuously enhance BBR’s superior service for our client families. Prior to leading the innovation efforts of the firm, Jennifer was a Director […]
Evan founded BBR Partners in 2000 and currently serves as Co-CEO, along with Brett Barth. Evan’s focus is establishing and executing the tone, culture, and management structure of the firm along with setting and achieving BBR’s short and long-term goals. Evan is also a member of BBR’s Executive Committee and Investment Committee. Prior to founding […]
Sarah joined BBR Partners in 2009 and is a Director of Investment Research. Her responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio & Wealth Advisory team to analyze the risk and return characteristics of client portfolios. In addition, […]
Nick joined BBR Partners in 2014 and is a Director of Investment Research. His responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios. Nick is […]
Todd helped found BBR Partners in 2000 and is Co-Managing Partner of the firm, alongside Stephanie Gromek. Todd and Stephanie serve as the day-to-day leaders of the firm, responsible for meeting BBR’s business goals and driving innovation that work towards enhancing BBR’s service and investment management for our client families. Todd has over 20 years […]
Kevin joined BBR Partners in 2016 and is the firm’s Head of Portfolio Management, developing and leading the delivery of consistent investment management solutions across the BBR client base. He also sources new investments and performs ongoing diligence on existing investments with a focus on venture capital. Kevin is a member of BBR’s Investment and […]
Matthew joined BBR Partners in 2019 and is a Director of Client Onboarding. Matthew’s responsibilities include working with BBR Partners clients and Wealth Advisory Teams to transition new family portfolios efficiently and properly to the firm. Matthew has extensive experience in executing and administering client investment portfolios. Matthew is also a member of BBR’s Compliance […]
Bradley first joined BBR Partners in 2014, and is currently a Director of Portfolio & Wealth Advisory. He joined the firm in 2014 as an Associate and became Vice President in 2016. After four years with BBR, Bradley briefly left BBR in 2018 to pursue his MBA at Columbia Business School. He graduated with Honors […]