Doug joined BBR Partners in 2012 and is currently the Director of Business Analysis. His responsibilities include working with all departments to assess and enhance workflow, help determine operational efficiencies, and serving as project manager for key operational initiatives. Prior to joining BBR, Doug was a Project Manager at Lazard Asset Management. Prior to Lazard, […]
Mike first joined BBR Partners in 2020, and is currently a Director of Portfolio & Wealth Advisory. Mike’s responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Prior to joining BBR, Mike was an Associate Advisor […]
Deanna joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Advisory in BBR’s Chicago office. She works with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan. Deanna is also a member of BBR’s Compliance Committee. […]
Stephanie Diamond joined BBR Partners in 2021 and is the Director of Wealth Management Solutions & Strategic Philanthropy. At BBR, Stephanie oversees wealth management solutions for clients, with a specialization in philanthropy, advising clients on how to achieve impact across the issues they care about most. Stephanie also oversees BBR’s firm-wide Impact initiatives. Prior to […]
Kate joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Kate’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated reporting to clients and their advisors. Prior to joining BBR, Kate worked at The Ayco Company, a subsidiary of […]
Regina joined BBR Partners in 2021 as their Director of Talent Acquisition. She is responsible for sourcing and recruiting efforts across the firm. For a decade prior, Regina worked as a trusted recruiter and advisor to many notable financial services firms in NYC. Regina holds a BFA in Musical Theatre from East Carolina University, where […]
Maya joined BBR Partners in 2010 and is Director of Portfolio & Wealth Administration. She is responsible for the administrative on-boarding of new client relationships and the ongoing maintenance of existing client accounts. Maya was based out of the firm’s NY office for 4 years before moving to the SF office in March of 2014 […]
Stacy joined BBR Partners in 2023 and is a Director of Portfolio & Wealth Advisory. Her responsibilities include working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax and estate planning into a cohesive wealth management plan. Stacy is also a board member of BBR’s firm-wide impact initiatives. […]
Jonathan joined BBR Partners in 2019 and is the Director of Brand Development. His responsibilities include leading the marketing and branding efforts of the firm. Jonathan is responsible for developing and executing strategies to increase business opportunities by creating external strategic communications, targeted market research, and supporting the Portfolio and Wealth Advisory team’s efforts to […]
Jerry joined BBR Partners in 2019 and is a Director of Alternative Investment Administration and Accounting. Jerry’s responsibilities include tracking and accounting investment performance for BBR pooled investment vehicles. Prior to joining BBR, Jerry held various positions at HSBC Securities Services in New York. Most recently, he was Vice President, Client Executive, where he covered […]