Stephen joined BBR Partners in 2021 and is a Vice President of Data Solutions. Stephen 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 that all information is reconciled. Stephen is also a member of BBR’s Materials Committee.

Prior to joining BBR, Stephen was a Digital Assurance & Transparency Associate at PwC.

Stephen graduated from Binghamton University with an MBA in Business Analytics and a BS in Financial Economics. At Binghamton, he also captained the Division 1 Men’s Soccer Team.

Outside of work, Stephen enjoys playing golf, supporting Liverpool FC, and spending time with family & friends.