Family Office

BBR Partners

BBR Partners is a boutique wealth management firm that provides financial advice and service to a select group of wealthy families. We work with each family to design and implement a personalized wealth strategy that is specifically tailored to their unique needs.

Headquarters
New York, NY, USA
Asset classes & sectors
Financial Serviceshedge fundprivate equity and real estate

Decision-makers

Todd C. Whitenack
Co-managing Partner, Director Of Investment Research
Edgar Cullman,
Jennifer Joyce
Partner, Chief Operating Officer of Portfolio & Wealth Advisory
Info
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Sophie L. Holt
Vice President Of Investment Research
Steven Pressman
Partner, Co-head Of Portfolio & Wealth Advisory
Kevin Widmaier
Partner, Head Of Portfolio Management
Evan M. Roth
Founder and Co-CEO
William C. Page
Partner, Director Of Investment| Research
Ryan Preston
Partner, Director Of Portfolio & Wealth Advisory
Justin A. Molinaro
Partner, Director Of Investment| Research
Sarah N. Rumph
Partner, Head Of Esg, Director Of Investment Research
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