BBR Partners

About BBR Partners

BBR Partners is a boutique wealth management firm providing customized investment strategy and bespoke advice to high-net-worth individuals and families. Established in 2000 by founders who left successful careers in banking and asset management, we aimed to create a new model of service in the industry. We integrate all aspects of a client’s financial life to provide a highly customized investment strategy and comprehensive wealth management guidance. We’ve grown organically and our entrepreneurial spirit remains the core of our culture 20 years later. Learn more at:

Firm Snapshot:
•Founded in 2000
•Client minimum of $30 million in investable assets
•Serving more than 170 client families with approximately $26 billion* in assets under management
•High staff-to-family ratio
•Solely focused on individuals and families


Roational Intern

June 2023 - August 2023 New York City, NY
“I loved the culture and going into the office every day. In terms of wealth/investment management this is an amazing place to work. ”
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