As we celebrate Women’s History Month, we are proud to support and engage with the next generation of female leaders in finance. BBR’s Sarah Norris had the privilege of speaking with the incredible women of the Brown University Women in Business club on March 10th. Katerina Margiotta moderated the conversation, guiding Sarah through a discussion about her remarkable career journey, the path to her current role, and insights into the world of wealth management. They also explored key personal finance topics and shared more about BBR Partners. A special thank you to Sophie Jaeger and Rebecca Weng for organizing this fantastic opportunity, and to all the bright, driven women who joined us! #WealthManagement #BBRPartners #WomenInBusiness #PersonalFinance #WomensHistoryMonth?#WomensHistoryMonth ?
BBR Partners
投资管理
New York，NY 11,136 位关注者
BBR grows & preserves wealth by designing customized investment programs for a select group of families.
关于我们
BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/
- 网站
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https://www.bbrpartners.com
BBR Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- New York，NY
- 类型
- 私人持股
- 创立
- 2000
- 领域
- Multi-Family Office
地点
BBR Partners员工
动态
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We’re delighted to share a special conversation featuring our Co-Founders Brett Barth and Evan Roth, with Ted Seides of the?Capital Allocators podcast. Brett and Evan reflect on BBR’s 25-year journey, highlighting core philosophy, values, and key experiences. They discuss the shift from startup to lasting business, our service and investment approach, and strategic decisions that ensure long-term success and work to create peace of mind for clients. We hope you enjoy it! https://lnkd.in/eXRdvPrz Click Here for Link to Full Podcast:?https://lnkd.in/dMQJ78cm
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BBR Partners & our co-CEO Evan Roth are thrilled to support the incredible athletes at the 117th edition of the Millrose Games at the iconic Armory in NYC. These athletes are an inspiration to us all. Congratulations to all participants, and a special shoutout to reigning Olympic Gold medalist Masai Russell, who took first place in the BBR Partners 60m Women's Hurdles!
BBR Partners is thrilled to support the remarkable track athletes at the 117th edition of the Millrose Games at the world-famous Armory in NYC.?In the BBR Partners 60m Women's Hurdles, reigning Olympic Gold medalist Masai Russell of the United States took first place.?Aligned with our core values, we appreciate these athletes' commitment to overcoming challenges and reaching the highest peak in their field. https://lnkd.in/ehrkq_ii
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We are delighted to present the first BBR-To-Go of our 25th anniversary year, a lively conversation between our co-founder, Evan Roth and Cliff Asness, co-founder of AQR Capital Management. With over thirty years of friendship as a backdrop, Evan and Cliff share their perspectives on a range of relevant topics; portfolio risk and diversity, active vs. passive management, private equity, and business ethics. We hope you find it informative and engaging. https://lnkd.in/e5ui2Xyi
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We're thrilled to share that Jennifer Nelson Ray, Partner and Head of Business Strategy & Innovation, has been highlighted among the #Womeninwealthtechtowatch by F2 Strategy. Join us in recognizing this accomplishment!
Jennifer Nelson Ray?is our January #Womeninwealthtechtowatch honoree!?Jennifer?is a Partner and Head of Business Strategy and Innovation at BBR Partners, a boutique #wealthmanagement firm with approximately $29.7b in AUM*?providing highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.?Jennifer?identifies, develops, and executes strategies that continuously enhance BBR’s superior service for our client families. She is also a member of its Operating Committee, which serves to ensure firmwide alignment on both day-to-day operations and new initiatives and strategies. Previously,?Jennifer?was a Director of Portfolio & Wealth Advisory. We hope you’ll follow, engage with and learn from this #womeninwealthtechtowatch as well as share your own! *As of 6/30/24
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We are delighted to share that Stephanie Diamond, our Director of Wealth Management Solutions & Strategic Philanthropy, has been featured in episode 38 of the Purposeful Planning Institute podcast. 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. The insightful podcast episode explores the growing role of philanthropic advisors: success factors for collaboration, and elements of scaled high impact philanthropy. We hope you enjoy! https://lnkd.in/dwSYAjJk Please Note: Limitations. Although BBR and Arabella have previously collaborated on certain client engagements, there is no compensation given or received by either firm to or from the other, and no such future compensation arrangement is contemplated. There can be no assurance that a BBR client will experience a certain level of satisfaction or success. A copy of BBR’s Form CRS is available at www.bbrpartners.com and its written disclosure Brochure remains available upon request.
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We're excited to share that Nick Squires has become a member of the Real Assets Adviser editorial advisory board. His experience will bring valuable insight and perspective to the Board.
Real Assets Adviser is thrilled to announce the appointment of Nick Squires to the Real Assets Adviser editorial advisory board. Nick is a Partner and Director of Investment Research at?BBR Partners. Nick joined BBR Partners in 2014. His 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. Nick is also a board member of BBR’s firm-wide impact initiatives. Prior to joining BBR, Nick was a post-baccalaureate student at Columbia University where he focused his studies on security analysis and capital markets. He also spent time at the LeFrak Organization as a Summer Analyst in their Asset Management Group. Nick holds a BA with Honors from Hamilton College. Outside of work, Nick enjoys playing tennis, perfecting his BBQ skills on summer weekends, and most importantly spending time with his wife Lindsey and daughter Sloane in Greenwich, CT. Welcome Nick! A special acknowledgment to the sponsoring firms of the Real Assets Adviser platform who's energy, engagement and support makes our editorial advisory board possible. Clarion Partners LLC Rick Schaupp Brent Jenkins Natalie Evertson, ABC, CMP Pender Capital Cory Johnson Loyda G. Sarmiento Mick Law P.C. LLO Aric Wenzl Zia Sabir Cantor Fitzgerald Asset Management Jay Frank Jeff Nye, CIMA Nicole Good Time Equities, Inc. Alexander Anderson Ray Aberman CIM Group Byron Bent, CMFC? Andrew Beyeler #hattip Katerina Margiotta Jonathan Hoffman Lily Hammer Mikaela Guiton Mike Consol Geoffrey Dohrmann Tom Parker
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This year, as BBR proudly celebrates 25 years of excellence, we are thrilled to announce the promotion of two exceptional colleagues, Liz Cillo, and Nick Squires, to Partner. Their dedication, vision, and leadership exemplify the BBR difference—the unique element that has defined us for a quarter of a century: our people. Their promotion to Partner is a testament to their impact and to BBR's commitment to fostering talent who drive long term success. https://lnkd.in/eeby7zDh
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In this season we are reminded of the rewards of uplifting and supporting one another. We are excited to continue our tradition of sharing a holiday video with you. This film highlights the students at?Cristo Rey Brooklyn High School, an organization we are proud to partner with through our internship program. Their resilience, hard work, and bright futures are a true source of inspiration. ? We wish you joy, peace, and prosperity in the coming year. Happy Holidays! https://lnkd.in/eywJUGGE
BBR x Cristo Rey Holiday Video 2024
https://vimeo.com/
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This month, BBR hosted the first in a series of “Emerging Leaders” breakfasts at our offices, bringing together external partners from six different companies. The event offered an opportunity to expand connections with future leaders and lay a foundation for deeper collaboration. We’re excited to explore new opportunities with subsequent events, as we continue to engage with and support emerging talent. Kevin Mahon, Liz Cillo, Michael Wolson, Jordan Karen
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