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 joining BBR, Stephanie was a Director of Charitable Planning Strategies at Schwab Charitable, providing philanthropic guidance to advisors and families. Prior to joining Schwab Charitable, Stephanie held program management positions at Schwab focused on Family Office and Advisor Education.

Stephanie holds a BA from University of Pennsylvania with a concentration in Economics. She is a Chartered Advisor in Philanthropy and completed advanced training with the philanthropic consultant 21/64. When not in the office, Stephanie enjoys listening to jazz and spending time with friends and family.