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BBR Partners Email Format
Investment Management
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51-200 employees
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New York, NY, USA
BBR Partners is a boutique wealth management firm providing highly customized investment strategies and bespoke financial advice to wealthy families across the United States.
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firstinitiallast@bbrpartners.com
Company Overview
Industry
Investment Management
Founded
2000
Headquarters
New York, NY, USA
Revenue
$100M-$250M
FUNDING Stage
Private
Website
Key Executives
Josh K. Fishman (Chief Financial Officer), Jonathan G. Miles (Partner, Chief Operating Officer), Scott M. Ehrlich (Partner, Chief Technology Officer)
Tech Stack
Key Executives
4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified
Frequently Asked Questions
What is the email format of BBR Partners?
BBR Partners uses the firstinitiallast format on bbrpartners.com, so Jane Smith would be jsmith@bbrpartners.com.
What wealth management services does BBR Partners offer to clients?
BBR Partners provides three core services to wealthy families: customized Investment Management, multidisciplinary Wealth Advisory, and Portfolio Administration and Reporting. The firm operates as an independent, objective adviser with a focus on multigenerational financial care.
Who co-founded BBR Partners and who leads the firm today?
BBR Partners was co-founded in 2000 by Evan Roth and Brett Barth, both of whom currently serve as Co-CEOs of the firm. Jonathan G. Miles serves as Partner and Chief Operating Officer alongside Josh K. Fishman as Chief Financial Officer.
How can I find the right BBR Partners contact for outreach?
BBR Partners has offices in New York, San Francisco, and Chicago, so the right contact depends on region and service area. Tools like Clay can help you verify a specific professional's email using the firstinitiallast@bbrpartners.com format before reaching out.
Does BBR Partners have a minimum account size for new clients?
BBR Partners requires a minimum of 50 million dollars to open an account, reflecting its focus on serving ultra-high-net-worth individuals and families who need highly customized and comprehensive wealth management.
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4.9 rating