Rob joined BBR Partners in 2023 as a Director on the Investment Research Team. As a Portfolio Strategist, Rob provides the Research team with macroeconomic insights, assists with building asset allocations and capital market expectations, and serves as a liaison to the Portfolio & Wealth Advisory team on investment opportunities, client asset allocations, and portfolio […]

Alan joined BBR Partners in 2018 and is the Director of Finance and Chief Financial Officer. Alan oversees the firm’s capital and operating budget, financial reporting, and coordination with outside auditors. Alan has a deep understanding of finance and accounting, strategy, and operations, and is a member of the team responsible for ensuring strong internal […]

Justine joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Her responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. She oversees process and procedural protocol as it relates to […]

Matthew joined BBR Partners in 2014 and is a Director and General Counsel, overseeing the firm’s legal affairs and advising on regulatory and compliance matters. Matthew has substantial experience with complex corporate transactions, asset management, securities laws, and investment adviser regulation. He is also a member of BBR’s Compliance Committee. Prior to joining BBR Partners, […]

Gazelle Summe joined BBR Partners in 2021 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. Prior to joining BBR, Gazelle was a Senior Vice President, […]

Sonia joined BBR Partners in 2011 and is a Director of Portfolio & Wealth Administration. Sonia’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios and providing consolidated tax and portfolio reporting to clients and their advisors. Prior to joining BBR, Sonia worked for Tradition Capital Management […]

Dan joined BBR Partners in 2017 and is a Director of Development & Engineering. His responsibilities include architecting and developing a variety of systems used throughout the firm. Prior to joining BBR, Dan was a Senior Consultant with K2 followed by Principal Architect at Discover Technologies working on a variety of solutions for a range […]

Michael joined BBR Partners in 2016 and is a Director of Portfolio & Wealth Advisory. Michael has extensive experience working with clients to develop their financial strategy and manages complex investment portfolios in a way that is integrated with tax and estate planning as a part of a cohesive wealth management plan. Michael is one […]

Nelson joined BBR in 2013 and is a Director of Information Technology. Nelson supports the internal staff with all technology related needs, including hardware, software, and long-term projects for the firm. Prior to joining BBR, Nelson was an IT intern at the United States District Court. Nelson holds a BA in Computer Information Systems from […]

Feroze joined BBR Partners in 2018 and is a Vice President of Portfolio Admin. Feroze’s responsibilities include valuing and reconciling all direct alternative investments, to ensure they are reported accurately to clients. He also helps run the cash reconciliation portion of the Portfolio Administration team. Feroze graduated from The Lahore University of Management Sciences with […]