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bbrpartners.com

BBR Partners

Email address and contacts

Quick try with Sophie Holt from bbrpartners.com

BBR Partners company description

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/

Key Employees

  • Sophie Holt
    Director of Investment Research
  • Connor Gunsalus, Cfa
    Vice President of Investment Research
  • Liz Cillo
    Director of Portfolio and Wealth Advisory

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New team members of BBR Partners

Mary Duvnjak
Investment Research Associate
Bradley Bernard
Director
Steven Katz
Partner, Director of Portfolio & Wealth Advisory
Stephanie Gromek
Managing Partner, Head of Portfolio and Wealth Advisory Group
Nelson Wu
Director of Information Technology
Daniel Reardon
Trading Associate
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