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BBR Partners Revenue and Competitors

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Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • BBR Partners's estimated annual revenue is currently $55.2M per year.(i)
  • BBR Partners's estimated revenue per employee is $249,700

Employee Data

  • BBR Partners has 221 Employees.(i)
  • BBR Partners grew their employee count by 10% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.8M323%N/AN/A
#2
$38.8M15911%N/AN/A
#3
$55.2M22110%N/AN/A
#4
$37.1M152-7%N/AN/A
#5
$3.5M2229%N/AN/A
#6
$6.7M37-5%N/AN/A
#7
$13.9M6821%N/AN/A
#8
$282.4M8700%N/AN/A
#9
$6M205%$73MN/A
#10
$45.2M18111%N/AN/A
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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.

keywords:Banking, Fin Tech

N/A

Total Funding

221

Number of Employees

$55.2M

Revenue (est)

10%

Employee Growth %

N/A

Valuation

N/A

Accelerator

BBR Partners's People

NameTitleEmail/Phone
1
Partner, Director Portfolio & Wealth Advisory
2
Partner/Dir Portfolio/Wealth Advisory
3
Partner/ Head Investment Research
4
Partner, Chief Operating Officer
5
Director, Recruiting
6
Director Portfolio and Wealth Advisory
7
Senior Information Technology Associate
8
VP Systems Development
9
Partner, Co-Head Portfolio & Wealth Advisory
10
Director Portfolio and Wealth Administration

BBR Partners News

2022-04-17 - Canadian Solar Inc. (NASDAQ:CSIQ) Given Average ...

Finally, BBR Partners LLC bought a new stake in Canadian Solar in the 4th quarter worth about $219,000. Institutional investors own 43.70%...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$61.7M22120%N/A
#2
$41.3M221-9%N/A
#3
$80.2M2210%N/A
#4
$78.5M22115%N/A
#5
$51.1M2212%N/A

BBR Partners Executives


NameTitle
Michael AnsonPartner, Head of Client Administration & Compliance, Chief Compliance Officer
Alan RaboyDirector of Finance, Chief Financial Officer
Brett BarthCo-CEO, Founder
Barry KlaymanPartner, Chief Operating Officer
Jonathan MilesPartner, Deputy Chief Operating Officer and Head of Human Resources
Jennifer JoycePartner, Portfolio & Wealth Advisory Chief of Staff
Scott EhrlichPartner, Chief Technology Officer
Sam SniderVice President of Investment Research
Ryann ShureVice President of Human Resources
Melissa RaimundoVice President of Portfolio & Wealth Advisory
Brian LeeVice President of Portfolio and Wealth Advisory
Victor LeonVice President of Project Management
Anne HalversonVice President, Investment Research Admin Team Manager
Liz CilloVice President of Portfolio & Wealth Advisory
Ashley BurnsVice President of Alternative Investment Administration & Accounting
Kevin BarenVice President of Client Administration & Compliance
Deanna DeutschmanVice President, Portfolio & Wealth Advisory
Christi CereghinoVP of Business Administration
Megan SchwingerVice President of Portfolio and Wealth Advisory
Chris AttardoVice President of Data Solutions
Aileen ZhuVice President
Jerry HsiehVice President Of Accounting
Josh AsenVice President
Melody ClancyVice President, Portfolio and Wealth Administration at BBR Partners
Bradley BernardVice President
Nikita BediVice President of Portfolio & Wealth Advisory
Justine RoccoVice President of Client Administration
Jacob SeideVice President
Nelson WuVice President of Information Technology
Clara MilesVice President of Investment Research
Sean PezzaVice President
Julia HowellVP of HR
Clayton ChangVice President of Portfolio & Wealth Advisory
Danny BaerVice President
John NilesVice President of Portfolio & Wealth Advisory
Kevin MahonVP of Portfolio & Wealth Advisory
Michael MarinoVice President of Alternative Investment Administration and Accounting
Bridget RyanVice President of Operations and Portfolio Administration
Feroze AnsariVice President Data Management
Cristin ZafoliasVice President of Portfolio and Wealth Advisory
Jay GokhaleVice President of Portfolio & Wealth Advisory
Mike DaRosaVice President of Portfolio & Wealth Advisory
Anca M.Vice President of Client Administration
Julia PanchotVice President
Matt DevineVice President, Portfolio & Wealth Advisory
Maya HanVP, Portfolio & Wealth Advisory
Nehal GuptaVice President of Innovation
Dylan StroudVice President of Portfolio & Wealth Advisory
Deanna DeutschmanVice President, Portfolio & Wealth Advisory
Sonia ThorneVice President of Portfolio & Wealth Administration