Chris joined BBR Partners in 2017 and is a Vice President of Data Solutions. Chris supports the firm in ensuring data efficiency and reliability. He helps lead a team responsible for putting together monthly performance reports, running data quality checks, and liaising with the Investment Research team and Portfolio & Wealth Advisory team to ensure […]

Sarah joined BBR Partners in 2016 and is a Vice President of Portfolio & Wealth Administration. Sarah’s responsibilities include on-boarding of new client relationships and the ongoing maintenance & administration of client accounts. Sarah interfaces with custodians, accountants, and other service providers while promoting a culture of high-quality service for our client families. Prior to […]

Kevin joined BBR Partners in 2011 and is a Vice President of Portfolio Admin. Kevin’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, Kevin was a Portfolio Administrator at Ogorek Wealth Management, where […]

Chris joined BBR Partners in 2024 and is a Vice President of Business Analysis. Chris’s responsibilities include working across the enterprise to define key initiatives, gather business requirements, manage application implementations, and the project delivery lifecycle. Prior to joining BBR, Chris was a Lead Business Analyst at Wells Fargo. Before that, he was an Assistant […]

Stephen joined BBR Partners in 2019 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 BBR, Stephen was a Portfolio Analyst at […]

Dave joined BBR Partners in 2019 and is a Vice President of Alternative Investment Administration and Accounting. His responsibilities include preparing financial statements for BBR’s investment vehicles and overseeing its tax reporting function. Prior to joining BBR, Dave was a senior accountant at PwC, specializing in partnership taxation. Dave earned a BA at the University […]

Nicole joined BBR Partners in 2021 and is a Vice President of Portfolio & Wealth Administration. Her responsibilities include working with clients and service providers, monitoring transactions, processing new accounts, and preparing consolidated tax and portfolio reporting. Prior to joining BBR, Nicole was a Wealth Management Client Associate at Merrill Lynch. She graduated with honors […]

Melody Joined BBR Partners in 2015 and is a Vice President of Portfolio & Wealth Administration. Melody’s responsibilities include the administrative maintenance of existing client accounts by monitoring and executing transactions and providing tax and portfolio reporting to clients and their advisors. Prior to joining BBR, Melody worked in the JPMorgan Private Bank as a […]

Stephen joined BBR Partners in 2024 and is a Vice President of Portfolio & Wealth Advisory. 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, Stephen was a Vice President […]

Neil joined BBR Partners in 2021 and is a Vice President of Systems Development.  Neil’s responsibilities include dealing with BBR’s data needs throughout the company. Prior to BBR, Neil worked as a subcontractor for the federal government, building applications to support federal background checks.  He graduated with honors from Slippery Rock University with a BA […]