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 Merrill Lynch within their Global Wealth & Investment Management (GWIM) division. Stephen graduated magna cum laude from The College of New Jersey’s Honors College with a Bachelor of Science degree in Biology and double minor in Finance and Business Management.

Outside of the office, Stephen enjoys traveling with friends & family, playing soccer, and participating in half marathons and Spartan races.