BBR Partners Email Format
Investment Management
・
51-200 employees
・
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, so Jane Smith would be jsmith@bbrpartners.com.
What types of clients does BBR Partners work with?
BBR Partners works exclusively with wealthy families and individuals who have a minimum of $50 million in assessable assets, offering them highly customized investment management, multidisciplinary wealth advisory, and portfolio administration services.
Who co-founded BBR Partners and currently leads it as Co-CEO?
Evan Roth is a Co-Founder and Co-CEO of BBR Partners. Co-founders Brett Barth and Robert Pierce have also been central to the firm since its founding, and the leadership team includes key executives such as CFO Josh K. Fishman and COO Jonathan G. Miles.
How does BBR Partners' Portfolio and Wealth Advisory team support clients?
BBR Partners' Portfolio and Wealth Advisory team delivers personalized guidance on tax residency, estate planning, and multigenerational wealth strategy, working collaboratively with each family to address their entire financial picture. Tools like Clay can help verify and reach the right BBR contact for your region.
In which cities does BBR Partners maintain offices?
BBR Partners operates offices in New York, San Francisco, and Chicago, serving clients across the United States from these three locations.
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4.9 rating