Gallagher joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Gallagher’s 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, Gallagher was an Analyst at Goldman […]

Mikaela joined BBR Partners in 2018 and is a Vice President and Senior Executive Assistant. In addition to supporting senior members of the Investment Research Team, she is the Admin Team Manager in the New York office. Prior to joining BBR full-time, Mikaela played Division I basketball at Manhattan College where she graduated with a […]

Connor joined BBR Partners in 2021 and is a Vice President of Investment Research. Connor’s 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. Connor […]

Nehal joined BBR Partners in 2020 and is currently a Vice President of Innovation. Nehal identifies areas ripe for enhancement and develops and implements strategies for improvement so that BBR can meet its short and long term goals. Prior to joining BBR, Nehal was an Analyst at Novantas. Nehal graduated with a Masters in Engineering […]

Ravenn joined BBR Partners in 2021 and is the Vice President of Client Operations & Onboarding. Her responsibilities include working with BBR Partners’ clients and Wealth Advisory Teams to smoothly and efficiently transition new family portfolios to the firm. Additionally, she acts as a point of contact to administrators to ensure the client’s private and […]

Emily joined BBR Partners in 2020 and is a Vice President of Investment Research. Emily’s 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. Emily […]

Matt joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. His 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, Matt was a partner at Herman […]

Sophie joined BBR Partners in 2019 and is a Vice President of Investment Research. Sophie 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. Prior […]

Julia joined BBR Partners in 2015 and is a Vice President of Human Resources. Julia manages the development, operation, and advancement of HR Operations in partnership with the Director of HR. Prior to joining BBR full-time, Julia was an intern on the HR team at BBR. She previously interned at the City of Jacksonville Employee […]

Michael joined BBR in 2021 and is a Vice President of Legal. His responsibilities at the firm include supporting the General Counsel and Chief Compliance Officer on legal and compliance matters. Michael is also a member of BBR’s Compliance Committee. Prior to joining BBR, Michael was at UBS, where he worked within the firm’s compliance […]