Sarah joined BBR Partners in 2016 and is a Vice President of Portfolio & Wealth Administration. Sarah’s responsibilities include building new client relationships and 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 joining BBR, […]

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 […]

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. She communicates with clients and service providers, monitors transactions, processes new accounts, and prepares consolidated tax and portfolio reporting. Prior to joining BBR, Nicole was a Wealth Management Client Associate at Merrill Lynch. She graduated with honors from the […]

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 […]

Ian joined BBR Partners in 2023 as Vice President of Systems Development. Ian’s responsibilities include architecting and maintaining BBR’s many data integration pipelines. Prior to joining BBR, Ian held several senior-level positions in Data Engineering roles, including work for a Federal Contractor that specializes in data processing for US Security Clearance background investigations, as well as […]

Jake joined BBR in 2018 and is a Vice President of Trading. Jake’s responsibilities include monitoring trade-related cash movements between client accounts and external accounts for investments in various asset classes. Prior to joining BBR, Jake worked at Oppenheimer & Co., as a Mutual Fund Operations Specialist, where he supported the mutual fund trading desk. […]