BBR Partners
Description
Address: 2 Embarcadero Center #440, San Francisco, CA 94111 Hours: Closed ⋅ Opens 8:30AM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5PMHours might differTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (415) 926-7111: : : : Place name: Category: : : Website: Website: http://bbrpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BBR Partners LLC Posting publicly on the Web Write a review Reviews Be the first to review
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BBR Partners Employees
Employee
Years
Job
Industry
Marc Koslowsky Marc Koslowsky's BBR Partners Experience Head of Equity and Event Driven StrategiesHermes BPK PartnersMarch 2009 - September 2014
Job Director, BBR Partners
Industry Investment Management
Experience
BBR Partners Head of Equity and Event Driven StrategiesHermes BPK PartnersMarch 2009 - September 2014
Optimal Investment Services October 2008 - March 2009
Summit Private Investments January 2008 - September 2008
Battersby Capital July 2006 - January 2008
International Asset Management, LLC February 2004 - July 2006
Education
Middlebury College 1994 — 1998
BBR Partners Head of Equity and Event Driven StrategiesHermes BPK PartnersMarch 2009 - September 2014
Optimal Investment Services October 2008 - March 2009
Summit Private Investments January 2008 - September 2008
Battersby Capital July 2006 - January 2008
International Asset Management, LLC February 2004 - July 2006
Education
Middlebury College 1994 — 1998
Kiran Bhandari Kiran Bhandari's BBR Partners Experience August 2014 - Present
Job Investment Operations Analyst
Industry Financial Services
Experience
BBR Partners August 2014 - Present
Prudential Financial March 2013 - August 2014
George Washington University September 2011 - December 2012
Inter-American Defense Board September 2011 - December 2012
Atlantic Media Company September 2011 - December 2012
AT&T May 2012 - August 2012
Skills
Finance, Research, Microsoft Excel, Microsoft Office, Excel, PowerPoint, Data Analysis, Access, Editing, Facebook, Microsoft Word, Word, Spanish, Event Planning, Event Management, Social Networking, Financial Analysis, Management, Bloomberg Software, Analysis, Bloomberg Terminal, SharePoint, Financial Reporting, BlackRock Aladdin, Writing, Statistics, French, Customer Service, Visual Basic, Visio, MySQL, Project Management, PAM for Securities, Capital IQ, Hyperion EPM
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.)
BBR Partners August 2014 - Present
Prudential Financial March 2013 - August 2014
George Washington University September 2011 - December 2012
Inter-American Defense Board September 2011 - December 2012
Atlantic Media Company September 2011 - December 2012
AT&T May 2012 - August 2012
Skills
Finance, Research, Microsoft Excel, Microsoft Office, Excel, PowerPoint, Data Analysis, Access, Editing, Facebook, Microsoft Word, Word, Spanish, Event Planning, Event Management, Social Networking, Financial Analysis, Management, Bloomberg Software, Analysis, Bloomberg Terminal, SharePoint, Financial Reporting, BlackRock Aladdin, Writing, Statistics, French, Customer Service, Visual Basic, Visio, MySQL, Project Management, PAM for Securities, Capital IQ, Hyperion EPM
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Amanda Sturges Amanda Sturges's BBR Partners Experience September 2015 - Present
Job Advisory Associate
Industry Investment Management
Experience
BBR Partners September 2015 - Present
First Republic Bank June 2015 - July 2015
BHIC LLC - Bollenbach Family Office November 2013 - October 2014
Maguire Aviation Group LLC August 2012 - January 2013
Hotel Bel Air September 2011 - January 2013
The Peninsula Beverly Hills October 2009 - August 2011
Clarion Hotel & Conference Center June 2008 - August 2008
Carnegie Mellon University, Computing Services August 2006 - December 2007
Surf and Sand Resort May 2007 - August 2007
Carnegie Mellon University May 2006 - July 2006
Skills
Hospitality Management, Customer Service, Event Management, Event Planning, Training, Microsoft Excel, Management, Equity Research, Equity Research Analysis, Financial Analysis, Financial Modeling, Finance, Capital IQ, Payroll Processing, Benefits Administration, Internal Communications, Human Resources, Front Office, Concierge Services, Social Media, Hospitality, Catering, Alumni Relations, Customer Relations, Inventory Management, Guest Service, Public Speaking, Strategic Planning, Customer Satisfaction, Leadership, Financial Reporting, Office Management, Paychex, Administrative..., Advent
Education
University of California, Los Angeles 2013 — 2015
Certificate in Finance, Investment Management and Analysis
Carnegie Mellon University 2005 — 2009
Bachelor's Degree, Business Administration, Decision Science
Franklin College of Switzerland 2008 — 2008
Summer Abroad, International business and economics
Laurel School
High School
BBR Partners September 2015 - Present
First Republic Bank June 2015 - July 2015
BHIC LLC - Bollenbach Family Office November 2013 - October 2014
Maguire Aviation Group LLC August 2012 - January 2013
Hotel Bel Air September 2011 - January 2013
The Peninsula Beverly Hills October 2009 - August 2011
Clarion Hotel & Conference Center June 2008 - August 2008
Carnegie Mellon University, Computing Services August 2006 - December 2007
Surf and Sand Resort May 2007 - August 2007
Carnegie Mellon University May 2006 - July 2006
Skills
Hospitality Management, Customer Service, Event Management, Event Planning, Training, Microsoft Excel, Management, Equity Research, Equity Research Analysis, Financial Analysis, Financial Modeling, Finance, Capital IQ, Payroll Processing, Benefits Administration, Internal Communications, Human Resources, Front Office, Concierge Services, Social Media, Hospitality, Catering, Alumni Relations, Customer Relations, Inventory Management, Guest Service, Public Speaking, Strategic Planning, Customer Satisfaction, Leadership, Financial Reporting, Office Management, Paychex, Administrative..., Advent
Education
University of California, Los Angeles 2013 — 2015
Certificate in Finance, Investment Management and Analysis
Carnegie Mellon University 2005 — 2009
Bachelor's Degree, Business Administration, Decision Science
Franklin College of Switzerland 2008 — 2008
Summer Abroad, International business and economics
Laurel School
High School
Adam Mushnick Adam Mushnick's BBR Partners Experience September 2014 - Present
Job Investment Management Associate at BBR Partners
Industry Marketing and Advertising
Experience
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
BBR Partners September 2014 - Present
BANK OF AMERICA MERRILL LYNCH February 2013 - September 2014
Merrill Lynch June 2011 - February 2013
University of Michigan Hospital January 2010 - November 2010
Air2o Business Venture September 2009 - May 2010
Chi Phi Fraternity, Alpha Tau Chapter September 2009 - December 2009
Dr. Mushnick DDS June 2009 - August 2009
UBS Wealth Management June 2008 - August 2008
Skills
Business Development, Investments, Portfolio Management, Entrepreneurship, Series 7, Equities, Marketing, Wealth Management, Financial Modeling, Fixed Income, Financial Advisory, Asset Managment, Financial Analysis, Strategic Financial..., Alternative Investments, Investment Banking, Hedge Funds, Investment Advisory, Asset Allocation, Bloomberg, Capital Markets, Retirement Planning, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Marketing
Dawne Novinger Dawne Novinger's BBR Partners Experience January 2006 - June 2006
Job Long Term Disability Case Manager at Aetna
Industry Insurance
Experience
Aetna August 2014 - Present
State of Oregon December 2013 - August 2014
Liberty Mutual Insurance October 2012 - February 2013
USAA September 2009 - June 2012
USAA August 2006 - September 2009
United Way of Sacramento 2006 - 2009
BBR Partners January 2006 - June 2006
AIG April 2005 - October 2005
USAA May 2001 - April 2005
Skills
Insurance, Settlements, Insurance Claims, Underwriting, Property & Casualty..., Distance Learning, Creative Services, Technology Integration, Educational Technology, Settlement, Instructor-led Training, Claim, Microsoft Office, Workshop Facilitation, Training Facilitation, Program Facilitation, Claims Handling, Claims Resolution, Claims Investigations, Auto Claims, Negotiation
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Business Communications
Aetna August 2014 - Present
State of Oregon December 2013 - August 2014
Liberty Mutual Insurance October 2012 - February 2013
USAA September 2009 - June 2012
USAA August 2006 - September 2009
United Way of Sacramento 2006 - 2009
BBR Partners January 2006 - June 2006
AIG April 2005 - October 2005
USAA May 2001 - April 2005
Skills
Insurance, Settlements, Insurance Claims, Underwriting, Property & Casualty..., Distance Learning, Creative Services, Technology Integration, Educational Technology, Settlement, Instructor-led Training, Claim, Microsoft Office, Workshop Facilitation, Training Facilitation, Program Facilitation, Claims Handling, Claims Resolution, Claims Investigations, Auto Claims, Negotiation
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Business Communications
Ashley Crowe, CPA Ashley Crowe, CPA's BBR Partners Experience August 2013 - Present
Job Vice President at BBR Partners
Industry Accounting
Experience
BBR Partners August 2013 - Present
HSBC Securities September 2011 - August 2013
Rothstein Kass November 2010 - August 2011
Skills
Hedge Funds, Finance, Financial Services, Auditing, Fund Of Funds, Financial Statements, Derivatives, Financial Analysis, Accounting, Financial Accounting, Tax, Internal Controls, Equities, Bloomberg, Financial Risk
Education
Fordham University 2010 — 2011
MS in Professional Accounting, Accounting
Villanova University 2006 — 2009
BS in Accountancy, BA of Business Administration, Finance
Universita 'di Urbino
BBR Partners August 2013 - Present
HSBC Securities September 2011 - August 2013
Rothstein Kass November 2010 - August 2011
Skills
Hedge Funds, Finance, Financial Services, Auditing, Fund Of Funds, Financial Statements, Derivatives, Financial Analysis, Accounting, Financial Accounting, Tax, Internal Controls, Equities, Bloomberg, Financial Risk
Education
Fordham University 2010 — 2011
MS in Professional Accounting, Accounting
Villanova University 2006 — 2009
BS in Accountancy, BA of Business Administration, Finance
Universita 'di Urbino
Brett Gorman Brett Gorman's BBR Partners Experience June 2015 - Present
Job Vice President at BBR Partners
Industry Investment Management
Experience
BBR Partners June 2015 - Present
BBR Partners August 2011 - Present
Merrill Lynch June 2008 - January 2011
Education
Bowdoin College 2007 — 2011
Economics and History
BBR Partners June 2015 - Present
BBR Partners August 2011 - Present
Merrill Lynch June 2008 - January 2011
Education
Bowdoin College 2007 — 2011
Economics and History
Sarah Norris Sarah Norris's BBR Partners Experience August 2015 - Present
Job Director of Portfolio & Wealth Advisory at BBR Partners
Industry Banking
Experience
BBR Partners August 2015 - Present
JP Morgan November 1991 - July 2015
First Chicago Bank & Trust September 1993 - June 1997
Skills
Strategic Planning, Asset Management, Investments, Public Speaking, Social Media, Portfolio Management, Marketing, Management, Event Planning, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1998
Master of Business Administration (MBA), Marketing, Business/Managerial Economics
Brown University 1985 — 1989
Bachelor of Arts (BA), International Relations, Economics
BBR Partners August 2015 - Present
JP Morgan November 1991 - July 2015
First Chicago Bank & Trust September 1993 - June 1997
Skills
Strategic Planning, Asset Management, Investments, Public Speaking, Social Media, Portfolio Management, Marketing, Management, Event Planning, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1998
Master of Business Administration (MBA), Marketing, Business/Managerial Economics
Brown University 1985 — 1989
Bachelor of Arts (BA), International Relations, Economics
Max Pargament Max Pargament's BBR Partners Experience November 2012 - February 2015
Job Solar Specialist & Residential Operations Coordinator at OnForce Solar
Industry Renewables & Environment
Experience
OnForce Solar September 2015 - Present
OnForce Solar July 2015 - Present
Transit Wireless February 2015 - August 2015
BBR Partners November 2012 - February 2015
Ernst & Young June 2010 - November 2012
Anchin, Block & Anchin LLP November 2009 - April 2010
Skills
Accounting, Auditing, QuickBooks, Financial Statements, Microsoft Excel, Microsoft Office, Concur, Hedge Funds, Asset Management, Analysis, Tax, Accounts Payable, Internal Controls, Team Leadership, Financial Accounting, Management, Finance, GAAP, Financial Analysis, CPA, Financial Reporting, US GAAP, Financial Services, Internal Audit
Education
Borough of Manhattan Community College 2015 — 2017
Associate’s Degree, Engineering
University at Albany, SUNY 2005 — 2009
B.S., Accounting/Business
OnForce Solar September 2015 - Present
OnForce Solar July 2015 - Present
Transit Wireless February 2015 - August 2015
BBR Partners November 2012 - February 2015
Ernst & Young June 2010 - November 2012
Anchin, Block & Anchin LLP November 2009 - April 2010
Skills
Accounting, Auditing, QuickBooks, Financial Statements, Microsoft Excel, Microsoft Office, Concur, Hedge Funds, Asset Management, Analysis, Tax, Accounts Payable, Internal Controls, Team Leadership, Financial Accounting, Management, Finance, GAAP, Financial Analysis, CPA, Financial Reporting, US GAAP, Financial Services, Internal Audit
Education
Borough of Manhattan Community College 2015 — 2017
Associate’s Degree, Engineering
University at Albany, SUNY 2005 — 2009
B.S., Accounting/Business
Jillian Barbati Jillian Barbati's BBR Partners Experience August 2011 - October 2013
Job Senior Analyst at AJ Wealth, LLC
Industry Financial Services
Experience
AJ Wealth October 2013 - Present
BBR Partners August 2011 - October 2013
J.P. Morgan June 2009 - August 2011
J.P. Morgan May 2008 - August 2008
Cookson, Peirce & Co., Inc. 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Portfolio Management, Strategic Financial..., Equities, Valuation, Investments, Bloomberg, Fixed Income, Finance, Corporate Finance, Loans
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
AJ Wealth October 2013 - Present
BBR Partners August 2011 - October 2013
J.P. Morgan June 2009 - August 2011
J.P. Morgan May 2008 - August 2008
Cookson, Peirce & Co., Inc. 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Banking, Credit, Portfolio Management, Strategic Financial..., Equities, Valuation, Investments, Bloomberg, Fixed Income, Finance, Corporate Finance, Loans
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Paige Jarvis Paige Jarvis's BBR Partners Experience February 2012 - May 2015
Job Administrative Assistant at kate spade new york
Industry Events Services
Experience
kate spade new york May 2015 - Present
BBR Partners February 2012 - May 2015
Nea Zoi September 2011 - December 2011
Perella Weinberg Partners July 2011 - September 2011
A+O Event Management November 2009 - June 2011
Skills
Outlook, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Event Management, Non-profits, Customer Service, Administrative..., Social Media, Volunteer Management, Office Management, Facebook, Nonprofits, Management, Project Planning, Social Networking, Public Speaking
Education
Texas A&M University 2004 — 2008
Bachelor, Business Administration in Marketing, 3.97
kate spade new york May 2015 - Present
BBR Partners February 2012 - May 2015
Nea Zoi September 2011 - December 2011
Perella Weinberg Partners July 2011 - September 2011
A+O Event Management November 2009 - June 2011
Skills
Outlook, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fundraising, Event Management, Non-profits, Customer Service, Administrative..., Social Media, Volunteer Management, Office Management, Facebook, Nonprofits, Management, Project Planning, Social Networking, Public Speaking
Education
Texas A&M University 2004 — 2008
Bachelor, Business Administration in Marketing, 3.97
Kate (Bovee) Doherty Kate (Bovee) Doherty's BBR Partners Experience June 2012 - Present
Job Vice President of Client Administration at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2012 - Present
BBR Partners September 2009 - June 2012
The Ayco Company, L.P. January 2008 - August 2009
PricewaterhouseCoopers July 2006 - November 2007
Skills
Wealth Management, Asset Management, Hedge Funds, Microsoft Excel, Investments, Equities, Alternative Investments, Microsoft Office
Education
Canisius College 2002 — 2006
BS, Accounting & Accounting Information Systems
BBR Partners June 2012 - Present
BBR Partners September 2009 - June 2012
The Ayco Company, L.P. January 2008 - August 2009
PricewaterhouseCoopers July 2006 - November 2007
Skills
Wealth Management, Asset Management, Hedge Funds, Microsoft Excel, Investments, Equities, Alternative Investments, Microsoft Office
Education
Canisius College 2002 — 2006
BS, Accounting & Accounting Information Systems
Konstantin Tatarinov Konstantin Tatarinov's BBR Partners Experience March 2014 - Present
Job Data Management Associate at BBR Partners
Industry Online Media
Experience
BBR Partners March 2014 - Present
Ziff Davis, Inc. November 2012 - February 2014
Ziff Davis, Inc. October 2011 - October 2012
Wilson Elser July 2010 - June 2011
U.S. Fund for UNICEF May 2008 - December 2009
Aldo Inc July 2006 - August 2006
Abercrombie and Fitch July 2005 - August 2006
Skills
Excel, Access, Word, PowerPoint, Outlook, Microsoft Office, Data Analysis, Pivot Tables, Microsoft Word, Microsoft Excel, Financial Analysis, Account Reconciliation, System Administration, Social Media Marketing, Management, Salesforce.com, Analytics, Analysis
Education
Fordham University 2006 — 2010
Mathematics (B.S), Economics, Business Administration
Awty
BBR Partners March 2014 - Present
Ziff Davis, Inc. November 2012 - February 2014
Ziff Davis, Inc. October 2011 - October 2012
Wilson Elser July 2010 - June 2011
U.S. Fund for UNICEF May 2008 - December 2009
Aldo Inc July 2006 - August 2006
Abercrombie and Fitch July 2005 - August 2006
Skills
Excel, Access, Word, PowerPoint, Outlook, Microsoft Office, Data Analysis, Pivot Tables, Microsoft Word, Microsoft Excel, Financial Analysis, Account Reconciliation, System Administration, Social Media Marketing, Management, Salesforce.com, Analytics, Analysis
Education
Fordham University 2006 — 2010
Mathematics (B.S), Economics, Business Administration
Awty
Lisa Liao Lisa Liao's BBR Partners Experience August 2004 - May 2007
Job VP, Pharmacometrics
Industry Pharmaceuticals
Experience
Pharmax Research July 2009 - Present
Credit Suisse May 2007 - July 2009
BBR Partners August 2004 - May 2007
Skills
Business Development, Statistics, R, Analysis, Drug Development, SAS, Quality Assurance, Therapeutic Areas, Business Planning
Education
University of Maryland School of Pharmacy
Master's degree, Pharmacometrics
ACoP 2009 — 2009
R for Pharmacometrics
University of Pennsylvania 1998 — 2002
B.S. in Economics, Finance
Pharmax Research July 2009 - Present
Credit Suisse May 2007 - July 2009
BBR Partners August 2004 - May 2007
Skills
Business Development, Statistics, R, Analysis, Drug Development, SAS, Quality Assurance, Therapeutic Areas, Business Planning
Education
University of Maryland School of Pharmacy
Master's degree, Pharmacometrics
ACoP 2009 — 2009
R for Pharmacometrics
University of Pennsylvania 1998 — 2002
B.S. in Economics, Finance
Dara Mendelson's BBR Partners Experience February 2011 - June 2014
Job HR Administrator at The Carlyle Group
Industry Human Resources
Experience
The Carlyle Group June 2014 - Present
BBR Partners February 2011 - June 2014
New York University August 2009 - December 2011
NASDAQ OMX October 2009 - January 2011
Lee Hecht Harrison June 2009 - August 2009
US Army May 2008 - August 2008
Skills
Talent Management, Employee Engagement, Employee Benefits, Organizational..., Training, Interviews, Employee Training, Technical Recruiting, Career Development, Applicant Tracking..., College Recruiting, Resume Writing, Deferred Compensation, Executive Search, Benefits Administration, Personnel Management, Social Media, Microsoft Office
Education
New York University 2009 — 2011
M.A, Industrial-Organizational Psychology
Wake Forest University 2005 — 2009
B.A, Psychology, Sociology
Red Bank Regional
The Carlyle Group June 2014 - Present
BBR Partners February 2011 - June 2014
New York University August 2009 - December 2011
NASDAQ OMX October 2009 - January 2011
Lee Hecht Harrison June 2009 - August 2009
US Army May 2008 - August 2008
Skills
Talent Management, Employee Engagement, Employee Benefits, Organizational..., Training, Interviews, Employee Training, Technical Recruiting, Career Development, Applicant Tracking..., College Recruiting, Resume Writing, Deferred Compensation, Executive Search, Benefits Administration, Personnel Management, Social Media, Microsoft Office
Education
New York University 2009 — 2011
M.A, Industrial-Organizational Psychology
Wake Forest University 2005 — 2009
B.A, Psychology, Sociology
Red Bank Regional
Estee Wilson Estee Wilson's BBR Partners Experience November 2012 - August 2013
Job Recruiting at Palantir Technologies
Industry Staffing and Recruiting
Experience
Palantir Technologies January 2015 - Present
Palantir Technologies August 2013 - Present
BBR Partners November 2012 - August 2013
Nordstrom 2011 - 2012
Brigham Young University June 2010 - June 2011
Skills
Recruiting, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Team Building, PowerPoint, Community Outreach
Education
Brigham Young University 2008 — 2011
Bachelor of Science (B.S.), Geography
Palantir Technologies January 2015 - Present
Palantir Technologies August 2013 - Present
BBR Partners November 2012 - August 2013
Nordstrom 2011 - 2012
Brigham Young University June 2010 - June 2011
Skills
Recruiting, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Team Building, PowerPoint, Community Outreach
Education
Brigham Young University 2008 — 2011
Bachelor of Science (B.S.), Geography
Nick Squires's BBR Partners Experience June 2014 - Present
Job Investment Research Associate at BBR Partners
Industry Investment Management
Experience
BBR Partners June 2014 - Present
LeFrak Organization June 2012 - August 2012
Skills
Market Research, Financial Modeling, Management, Public Speaking, Marketing, Financial Analysis, Asset Management, Finance, Start-ups, Investments
Education
Columbia University in the City of New York 2013 — 2014
Finance, Post-Baccalaureate
Hamilton College 2009 — 2013
Bachelor of Arts
Deerfield Academy 2006 — 2009
High School
BBR Partners June 2014 - Present
LeFrak Organization June 2012 - August 2012
Skills
Market Research, Financial Modeling, Management, Public Speaking, Marketing, Financial Analysis, Asset Management, Finance, Start-ups, Investments
Education
Columbia University in the City of New York 2013 — 2014
Finance, Post-Baccalaureate
Hamilton College 2009 — 2013
Bachelor of Arts
Deerfield Academy 2006 — 2009
High School
Max Jurish Max Jurish's BBR Partners Experience June 2012 - February 2013
Job Client Account Manager at Albourne Partners
Industry Financial Services
Experience
Albourne Partners August 2013 - Present
Albourne Partners May 2013 - August 2013
BBR Partners June 2012 - February 2013
Colgate University August 2008 - May 2012
UBS Wealth Management May 2011 - July 2011
Albourne Partners June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Microsoft Excel, PowerPoint, Equities, Financial Modeling, Asset Managment, Economics, Microsoft Office, Financial Analysis, Investments, Valuation, Private Equity, Microsoft Word, Stata, Fixed Income, Investment Management, Finance
Education
Colgate University 2008 — 2012
BA, Economics
Mamaroneck High School 2004 — 2008
High School Diploma
Albourne Partners August 2013 - Present
Albourne Partners May 2013 - August 2013
BBR Partners June 2012 - February 2013
Colgate University August 2008 - May 2012
UBS Wealth Management May 2011 - July 2011
Albourne Partners June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Microsoft Excel, PowerPoint, Equities, Financial Modeling, Asset Managment, Economics, Microsoft Office, Financial Analysis, Investments, Valuation, Private Equity, Microsoft Word, Stata, Fixed Income, Investment Management, Finance
Education
Colgate University 2008 — 2012
BA, Economics
Mamaroneck High School 2004 — 2008
High School Diploma
Jennifer Nelson Ray Jennifer Nelson Ray's BBR Partners Experience June 2015 - Present
Job Director of Portfolio & Wealth Advisory at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2015 - Present
BBR Partners January 2010 - June 2015
BBR Partners July 2007 - January 2010
Legg Mason Capital Management August 2005 - July 2007
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Financial Analysis, Investments, Securities
Education
Duke University 2001 — 2005
Bryn Mawr School 1989 — 2001
BBR Partners June 2015 - Present
BBR Partners January 2010 - June 2015
BBR Partners July 2007 - January 2010
Legg Mason Capital Management August 2005 - July 2007
Skills
Hedge Funds, Portfolio Management, Equities, Alternative Investments, Financial Analysis, Investments, Securities
Education
Duke University 2001 — 2005
Bryn Mawr School 1989 — 2001
Wendy Holmes Wendy Holmes's BBR Partners Experience November 2004 - May 2006
Job Director, Private Bank at Credit Suisse
Industry Banking
Experience
Credit Suisse April 2010 - Present
UBS Wealth Management August 2007 - April 2010
BBR Partners November 2004 - May 2006
Skills
Portfolio Management, Credit, Investments, Financial Analysis, Wealth Management, Asset Management, Private Banking
Education
Syracuse University 1990 — 1994
BA, Psychology
Credit Suisse April 2010 - Present
UBS Wealth Management August 2007 - April 2010
BBR Partners November 2004 - May 2006
Skills
Portfolio Management, Credit, Investments, Financial Analysis, Wealth Management, Asset Management, Private Banking
Education
Syracuse University 1990 — 1994
BA, Psychology
Alexandra Blake Alexandra Blake's BBR Partners Experience April 2013 - Present
Job Vice President at BBR Partners
Industry Financial Services
Experience
BBR Partners April 2013 - Present
Circle Wealth Management January 2011 - April 2013
Circle Wealth Management January 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Microsoft Excel, Equities, Bloomberg, Portfolio Management, Corporate Finance, Asset Managment, Fixed Income, Private Equity, Hedge Funds, Microsoft Word
Education
Lehigh University 2005 — 2008
BS, Business & Economics
Cold Spring Harbor High School 2001 — 2005
BBR Partners April 2013 - Present
Circle Wealth Management January 2011 - April 2013
Circle Wealth Management January 2009 - January 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Microsoft Excel, Equities, Bloomberg, Portfolio Management, Corporate Finance, Asset Managment, Fixed Income, Private Equity, Hedge Funds, Microsoft Word
Education
Lehigh University 2005 — 2008
BS, Business & Economics
Cold Spring Harbor High School 2001 — 2005
Cary Klivan, CPA Cary Klivan, CPA's BBR Partners Experience January 2009 - Present
Job Chief Financial Officer at BBR Partners
Industry Financial Services
Experience
BBR Partners January 2009 - Present
Amber Partners June 2006 - December 2008
HSBC 2004 - 2006
Bank of Bermuda 1998 - 2006
Chase Manhattan Bank 1994 - 1998
Goldman Sachs 1992 - 1994
Price Waterhouse September 1987 - 1992
Skills
Hedge Funds, Fund Of Funds, CFOs, Fund Administration, CPA, Construction Management, Operating Agreements, Offshore Funds, Fund Accounting, Real Estate Transactions, Office Management, Human Resources, Operational Due..., Alternative Investments, Private Equity
Education
City University of New York-Baruch College 1984 — 1987
BBA with Distinction, Public Accountancy
BBR Partners January 2009 - Present
Amber Partners June 2006 - December 2008
HSBC 2004 - 2006
Bank of Bermuda 1998 - 2006
Chase Manhattan Bank 1994 - 1998
Goldman Sachs 1992 - 1994
Price Waterhouse September 1987 - 1992
Skills
Hedge Funds, Fund Of Funds, CFOs, Fund Administration, CPA, Construction Management, Operating Agreements, Offshore Funds, Fund Accounting, Real Estate Transactions, Office Management, Human Resources, Operational Due..., Alternative Investments, Private Equity
Education
City University of New York-Baruch College 1984 — 1987
BBA with Distinction, Public Accountancy
Emily Perskie Glassman Emily Perskie Glassman's BBR Partners Experience July 2010 - July 2012
Job Business Development at Artivest
Industry Investment Management
Experience
Artivest March 2013 - Present
BBR Partners July 2010 - July 2012
Goldman Sachs July 2003 - June 2008
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Entrepreneurship
Duke University 1999 — 2003
BA, Economics
Artivest March 2013 - Present
BBR Partners July 2010 - July 2012
Goldman Sachs July 2003 - June 2008
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Entrepreneurship
Duke University 1999 — 2003
BA, Economics
Paul Souppa Paul Souppa's BBR Partners Experience 2003 - 2004
Job Investment Product Specialist at Voya Financial
Industry Financial Services
Experience
Voya Financial December 2005 - Present
BBR Partners 2003 - 2004
State Street 2000 - 2003
State Street Corp 1998 - 2000
Skills
Series 6, MBA, Investments, Mutual Funds, Portfolio Management
Education
Bentley University 2008 — 2010
MBA, Financial Planning
1997 — 1998
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 1998
BS, Finance
Loyola University Maryland 1994 — 1996
Swampscott High School 1990 — 1994
Voya Financial December 2005 - Present
BBR Partners 2003 - 2004
State Street 2000 - 2003
State Street Corp 1998 - 2000
Skills
Series 6, MBA, Investments, Mutual Funds, Portfolio Management
Education
Bentley University 2008 — 2010
MBA, Financial Planning
1997 — 1998
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 1998
BS, Finance
Loyola University Maryland 1994 — 1996
Swampscott High School 1990 — 1994
Melissa E. Brown's BBR Partners Experience April 2010 - November 2012
Job Staff Accountant at Prospect Capital Management
Industry Financial Services
Experience
Prospect Capital Management December 2012 - Present
BBR Partners April 2010 - November 2012
Skills
Social Media, Event Planning, Event Management, Microsoft Excel, Microsoft Office, Accounts Payable, Financial Reporting, QuickBooks
Education
Coastal Carolina University 2005 — 2009
B.S., Marketing & Management
Prospect Capital Management December 2012 - Present
BBR Partners April 2010 - November 2012
Skills
Social Media, Event Planning, Event Management, Microsoft Excel, Microsoft Office, Accounts Payable, Financial Reporting, QuickBooks
Education
Coastal Carolina University 2005 — 2009
B.S., Marketing & Management
Melody Clancy Melody Clancy's BBR Partners Experience February 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
BBR Partners February 2015 - Present
Lehman Brothers May 2006 - December 2006
EnTrust Capital July 2005 - May 2006
JP Morgan Private Bank July 2004 - June 2005
J.P. Morgan Private Bank May 2000 - October 2003
Skills
Equities, Hedge Funds, Investments, Trading, Bonds, Financial Services, Mutual Funds, Business Analysis, Options, Accounting, Fixed Income, Portfolio Management, Customer Service, Alternative Investments, Risk Management, Banking
Education
Andrews University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
BBR Partners February 2015 - Present
Lehman Brothers May 2006 - December 2006
EnTrust Capital July 2005 - May 2006
JP Morgan Private Bank July 2004 - June 2005
J.P. Morgan Private Bank May 2000 - October 2003
Skills
Equities, Hedge Funds, Investments, Trading, Bonds, Financial Services, Mutual Funds, Business Analysis, Options, Accounting, Fixed Income, Portfolio Management, Customer Service, Alternative Investments, Risk Management, Banking
Education
Andrews University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Matthew Shapiro Matthew Shapiro's BBR Partners Experience 2014 - Present
Job Investment Management
Industry Law Practice
Experience
BBR Partners 2014 - Present
Mitsubishi UFJ Securities 2013 - 2013
Credit Suisse - Asset Management Finance 2009 - 2012
AllianceBernstein 2008 - 2008
Gunderson Dettmer 2005 - 2008
Cravath, Swaine & Moore LLP 2001 - 2005
Skills
Private Equity, Hedge Funds, Mergers, Venture Capital, Joint Ventures, Regulatory Requirements, Investments, Alternative Investments, Compliance, Securities, Corporate Law, Transactional Law, Contract Negotiation, Contractual Agreements, Securities Regulation, Investment Banking, Asset Management, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 2001
MBA
Columbia University School of Law 1997 — 2001
JD
University of California, Los Angeles 1992 — 1996
BA, Political Science
BBR Partners 2014 - Present
Mitsubishi UFJ Securities 2013 - 2013
Credit Suisse - Asset Management Finance 2009 - 2012
AllianceBernstein 2008 - 2008
Gunderson Dettmer 2005 - 2008
Cravath, Swaine & Moore LLP 2001 - 2005
Skills
Private Equity, Hedge Funds, Mergers, Venture Capital, Joint Ventures, Regulatory Requirements, Investments, Alternative Investments, Compliance, Securities, Corporate Law, Transactional Law, Contract Negotiation, Contractual Agreements, Securities Regulation, Investment Banking, Asset Management, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1997 — 2001
MBA
Columbia University School of Law 1997 — 2001
JD
University of California, Los Angeles 1992 — 1996
BA, Political Science
Meryl Futey Meryl Futey's BBR Partners Experience May 2011 - July 2011
Job Wealth Management Associate at FMRTL Wealth Advisors, LLC
Industry Financial Services
Experience
FMRTL Wealth Advisors, LLC July 2011 - Present
BBR Partners May 2011 - July 2011
Morgan Stanley Smith Barney November 2010 - May 2011
Morgan Stanley 2010 - 2011
Morgan Stanley 2010 - 2011
Rampart Investment Management March 2006 - August 2010
KMC Productions July 2004 - March 2006
Walt Disney World June 2003 - January 2004
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), MBA
Northeastern University 2001 — 2005
BA, Communications
FMRTL Wealth Advisors, LLC July 2011 - Present
BBR Partners May 2011 - July 2011
Morgan Stanley Smith Barney November 2010 - May 2011
Morgan Stanley 2010 - 2011
Morgan Stanley 2010 - 2011
Rampart Investment Management March 2006 - August 2010
KMC Productions July 2004 - March 2006
Walt Disney World June 2003 - January 2004
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), MBA
Northeastern University 2001 — 2005
BA, Communications
Amy (Lindsey) Bull Amy (Lindsey) Bull's BBR Partners Experience August 2008 - April 2009
Job Marketing Manager, Marketing Engagement Team at Sam's Club Home Office
Industry Marketing and Advertising
Experience
Sam's Club Home Office September 2015 - Present
Sam's Club Home Office March 2014 - September 2015
Sam's Club Home Office February 2013 - March 2014
Sam's Club Home Office November 2012 - February 2013
enve Salon October 2009 - October 2012
BBR Partners August 2008 - April 2009
Skills
Microsoft Office, QuickBooks, A.C. Nielsen, Capstone, Conflict Management, Organization, Technical Writing, Project Management, Social Media, Highly Detailed, Management, CRM, Customer Service, Payroll, Time Management, Inventory Management, Outlook, Marketing Communications, Process Improvement
Education
University of Arkansas at Fayetteville 2004 — 2007
Bachelor of Science (B.S.), Retail Marketing
University of Central Arkansas 2003 — 2004
Sam's Club Home Office September 2015 - Present
Sam's Club Home Office March 2014 - September 2015
Sam's Club Home Office February 2013 - March 2014
Sam's Club Home Office November 2012 - February 2013
enve Salon October 2009 - October 2012
BBR Partners August 2008 - April 2009
Skills
Microsoft Office, QuickBooks, A.C. Nielsen, Capstone, Conflict Management, Organization, Technical Writing, Project Management, Social Media, Highly Detailed, Management, CRM, Customer Service, Payroll, Time Management, Inventory Management, Outlook, Marketing Communications, Process Improvement
Education
University of Arkansas at Fayetteville 2004 — 2007
Bachelor of Science (B.S.), Retail Marketing
University of Central Arkansas 2003 — 2004
Rebecca (Weiner) Wood Rebecca (Weiner) Wood's BBR Partners Experience June 2012 - August 2014
Job Founder & CEO at rebecca REorganize
Industry Professional Training & Coaching
Experience
rebecca REorganize June 2014 - Present
BBR Partners June 2012 - August 2014
BBR Partners, LLC October 2009 - August 2014
ISEF Foundation 2007 - 2009
Spritzer Kaufman & Company LLP 2007 - 2009
Skills
Professional Organizing, Paper Management, File Management, File Systems, Data Management, Clutter Control, Photo Organizing, Process Efficiency, Time Management, Project Management, Space Planning, Musical Theatre, Performing Arts, Theatrical Production, Choreography, Comedy, Singing, Improvisation, Dance, Stage, Acting, Drama, Social Media, Event Management
Education
Syracuse University
BFA, Musical Theatre
West Springfield High School
rebecca REorganize June 2014 - Present
BBR Partners June 2012 - August 2014
BBR Partners, LLC October 2009 - August 2014
ISEF Foundation 2007 - 2009
Spritzer Kaufman & Company LLP 2007 - 2009
Skills
Professional Organizing, Paper Management, File Management, File Systems, Data Management, Clutter Control, Photo Organizing, Process Efficiency, Time Management, Project Management, Space Planning, Musical Theatre, Performing Arts, Theatrical Production, Choreography, Comedy, Singing, Improvisation, Dance, Stage, Acting, Drama, Social Media, Event Management
Education
Syracuse University
BFA, Musical Theatre
West Springfield High School
Laura Fitzpatrick's BBR Partners Experience November 2012 - April 2014
Job Assistant in Investment Management at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management April 2014 - Present
BBR Partners November 2012 - April 2014
American Marketing Association January 2011 - June 2012
University Program Council September 2010 - June 2012
Mizuho Securities USA Inc. June 2011 - August 2011
The Distillery June 2007 - January 2011
Executive Suites of Rochester June 2006 - August 2008
Skills
Marketing, PowerPoint, Microsoft Excel, Market Research, Outlook, Sales, Management, Bloomberg, Bloomberg Terminal, Strategic Consulting, Microsoft Powerpoint, Microsoft CRM, Advent, Leadership, Fundraising, Social Media, Public Speaking, Microsoft Word, Social Networking, SPSS, Facebook, Microsoft Office, Portfolio Management, Time Management, Data Analysis, Social Media Marketing, Financial Services, Teamwork, Office Management, Research, Mac
Education
Ohio University 2008 — 2012
Bachelor’s Degree, Marketing / Management & Strategic Leadership
Pittsford Sutherland HIgh School 2004 — 2008
High School, Business, Management, Marketing, and Related Support Services
Lazard Asset Management April 2014 - Present
BBR Partners November 2012 - April 2014
American Marketing Association January 2011 - June 2012
University Program Council September 2010 - June 2012
Mizuho Securities USA Inc. June 2011 - August 2011
The Distillery June 2007 - January 2011
Executive Suites of Rochester June 2006 - August 2008
Skills
Marketing, PowerPoint, Microsoft Excel, Market Research, Outlook, Sales, Management, Bloomberg, Bloomberg Terminal, Strategic Consulting, Microsoft Powerpoint, Microsoft CRM, Advent, Leadership, Fundraising, Social Media, Public Speaking, Microsoft Word, Social Networking, SPSS, Facebook, Microsoft Office, Portfolio Management, Time Management, Data Analysis, Social Media Marketing, Financial Services, Teamwork, Office Management, Research, Mac
Education
Ohio University 2008 — 2012
Bachelor’s Degree, Marketing / Management & Strategic Leadership
Pittsford Sutherland HIgh School 2004 — 2008
High School, Business, Management, Marketing, and Related Support Services
Charles Hahn, CAIA's BBR Partners Experience 2011 - 2011
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley February 2014 - Present
Barclays 2011 - 2014
BBR Partners 2011 - 2011
Citi 2009 - 2011
Skills
Fund Of Funds, Investment Research, Investment Strategies, Due Diligence, Equities, Fixed Income, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Asset Management, Risk Management, Capital Markets, Wealth Management, Business Development, Investor Relations
Education
Boston College
Bachelor of Science, Finance
Peking University
Bachelor of Science, International Exchange Program, Finance
Morgan Stanley February 2014 - Present
Barclays 2011 - 2014
BBR Partners 2011 - 2011
Citi 2009 - 2011
Skills
Fund Of Funds, Investment Research, Investment Strategies, Due Diligence, Equities, Fixed Income, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Asset Management, Risk Management, Capital Markets, Wealth Management, Business Development, Investor Relations
Education
Boston College
Bachelor of Science, Finance
Peking University
Bachelor of Science, International Exchange Program, Finance
Ankur Jain Ankur Jain's BBR Partners Experience August 2005 - January 2010
Job Chief Operating Officer at L/S TMT Fund
Industry Financial Services
Experience
Falchion Capital Management January 2015 - Present
TUNED July 2012 - December 2014
BBR Partners August 2005 - January 2010
TAG Associates July 2004 - August 2005
HedgeFund.net July 2001 - July 2004
UConnections.com September 1999 - August 2000
Skills
Hedge Funds, Private Equity, Business Strategy, New Business Development, Business Development, Due Diligence, Strategic Planning, Strategic Partnerships, Marketing Strategy
Education
Wharton Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor of Arts (B.A.)
Falchion Capital Management January 2015 - Present
TUNED July 2012 - December 2014
BBR Partners August 2005 - January 2010
TAG Associates July 2004 - August 2005
HedgeFund.net July 2001 - July 2004
UConnections.com September 1999 - August 2000
Skills
Hedge Funds, Private Equity, Business Strategy, New Business Development, Business Development, Due Diligence, Strategic Planning, Strategic Partnerships, Marketing Strategy
Education
Wharton Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor of Arts (B.A.)
Peter Bachalis Peter Bachalis's BBR Partners Experience September 2012 - July 2015
Job Senior Financial Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital August 2015 - Present
BBR Partners September 2012 - July 2015
FactSet Research Systems May 2012 - August 2012
FactSet Research Systems February 2010 - May 2012
Skills
Investments, Hedge Funds, Management, Equities, Fixed Income, Investment Management, Bloomberg, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies
Education
Penn State University
Finance, International Business
Universitat de Barcelona
International Business
ICONIQ Capital August 2015 - Present
BBR Partners September 2012 - July 2015
FactSet Research Systems May 2012 - August 2012
FactSet Research Systems February 2010 - May 2012
Skills
Investments, Hedge Funds, Management, Equities, Fixed Income, Investment Management, Bloomberg, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies
Education
Penn State University
Finance, International Business
Universitat de Barcelona
International Business
Nicole Jensen Nicole Jensen's BBR Partners Experience March 2012 - June 2014
Job Business at Square
Industry Computer Software
Experience
Square July 2014 - Present
BBR Partners March 2012 - June 2014
Wells Capital Management July 2010 - March 2012
Skills
Portfolio Management, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Asset Management, Asset Managment, Equities, Financial Analysis, Leadership, Business Development, Financial Modeling, Microsoft Excel, PowerPoint, Fixed Income, Communication, Community Outreach, Television News, Breaking News, Online News, Fund Accounting, Corporate Actions, Proxy, Class Actions, Economics, Labor Economics, Business Economics, Financial Economics, Event Planning, Marketing Event Planning, Team Leadership, PAM for Securities, Bloomberg Terminal, Microsoft CRM, Microsoft Office
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics, Minor Communication
University of California, Berkeley Extension 2011 — 2011
Coursework: Corporate Finance, Financial Accounting
Bishop O'Dowd High School 2002 — 2006
General Assembly
Coursework: Product Management, Pricing Strategy
Square July 2014 - Present
BBR Partners March 2012 - June 2014
Wells Capital Management July 2010 - March 2012
Skills
Portfolio Management, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Asset Management, Asset Managment, Equities, Financial Analysis, Leadership, Business Development, Financial Modeling, Microsoft Excel, PowerPoint, Fixed Income, Communication, Community Outreach, Television News, Breaking News, Online News, Fund Accounting, Corporate Actions, Proxy, Class Actions, Economics, Labor Economics, Business Economics, Financial Economics, Event Planning, Marketing Event Planning, Team Leadership, PAM for Securities, Bloomberg Terminal, Microsoft CRM, Microsoft Office
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics, Minor Communication
University of California, Berkeley Extension 2011 — 2011
Coursework: Corporate Finance, Financial Accounting
Bishop O'Dowd High School 2002 — 2006
General Assembly
Coursework: Product Management, Pricing Strategy
John Peashey John Peashey's BBR Partners Experience September 2015 - Present
Job Investment Research Associate at BBR Partners
Industry Financial Services
Experience
BBR Partners September 2015 - Present
Eagle's View Capital Management March 2015 - September 2015
Hermes BPK Partners July 2011 - December 2014
McLean Asset Management Corporation June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Investments, Portfolio Management, Fund Of Funds, Due Diligence
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, International Business
Warsaw School of Economics 2010 — 2010
Marquette University High School 2003 — 2007
CFA Institute
BBR Partners September 2015 - Present
Eagle's View Capital Management March 2015 - September 2015
Hermes BPK Partners July 2011 - December 2014
McLean Asset Management Corporation June 2010 - August 2010
Skills
Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Investments, Portfolio Management, Fund Of Funds, Due Diligence
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, International Business
Warsaw School of Economics 2010 — 2010
Marquette University High School 2003 — 2007
CFA Institute
Anthony Stanziano's BBR Partners Experience March 2004 - June 2006
Job Associate Relationship Manager at First Republic Bank
Industry Investment Management
Experience
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
First Republic Bank May 2015 - Present
Custom House Global Funds Services Ltd. August 2013 - March 2015
Deutsche Asset Management January 2009 - August 2013
Deutsche Bank August 2007 - December 2008
Societe Generale July 2006 - July 2007
BBR Partners March 2004 - June 2006
BNY Mellon July 2001 - February 2004
Skills
Problem Solving, Microsoft Excel, Operational Excellence, Client Service Oriented, Superior Client Service, Communication Skills, Multi Tasking, Series 7, Series 63
Education
Fordham University 2004 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 1997 — 2001
Bachelor of Science (BS), Finance, General
Ashley Fischer's BBR Partners Experience March 2010 - February 2011
Job Digital Sales Planner at Brit + Co.
Industry Online Media
Experience
Brit + Co. February 2014 - Present
Turner Broadcasting February 2013 - February 2014
Cartoon Network/[adult swim]/truTV February 2011 - February 2013
BBR Partners March 2010 - February 2011
BBR Partners May 2009 - March 2010
Laura Crosta Photography September 2008 - April 2009
Skills
Social Media, Account Management, Sales, Digital Media, Advertising, Media, Advertising Sales
Education
University of San Diego 2004 — 2008
Bachelor of Arts
Brit + Co. February 2014 - Present
Turner Broadcasting February 2013 - February 2014
Cartoon Network/[adult swim]/truTV February 2011 - February 2013
BBR Partners March 2010 - February 2011
BBR Partners May 2009 - March 2010
Laura Crosta Photography September 2008 - April 2009
Skills
Social Media, Account Management, Sales, Digital Media, Advertising, Media, Advertising Sales
Education
University of San Diego 2004 — 2008
Bachelor of Arts
Jennifer Geronimo Jennifer Geronimo's BBR Partners Experience December 2013 - Present
Job Alternative Investment Associate at BBR Partners
Industry Accounting
Experience
BBR Partners December 2013 - Present
Itaú Unibanco October 2012 - December 2013
Rothstein Kass November 2010 - October 2012
Lerch, Vinci & Higgins, LLP September 2008 - October 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Intercollegiate..., Financial Statements, Internal Controls, Finance, Microsoft Excel, Financial Modeling
Education
William Paterson University of New Jersey 2008 — 2010
Master of Business Administration, Accounting
Penn State University 2004 — 2008
Bachelor of Science, Accounting
Immaculate Heart Academy 2000 — 2004
BBR Partners December 2013 - Present
Itaú Unibanco October 2012 - December 2013
Rothstein Kass November 2010 - October 2012
Lerch, Vinci & Higgins, LLP September 2008 - October 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Intercollegiate..., Financial Statements, Internal Controls, Finance, Microsoft Excel, Financial Modeling
Education
William Paterson University of New Jersey 2008 — 2010
Master of Business Administration, Accounting
Penn State University 2004 — 2008
Bachelor of Science, Accounting
Immaculate Heart Academy 2000 — 2004
Tiru Khanna Tiru Khanna's BBR Partners Experience July 2009 - Present
Job Middle Office Operations Professional
Industry Financial Services
Experience
BBR Partners July 2009 - Present
Deutsche Bank June 2008 - June 2009
Wipro Technologies (Client UBS Investment Bank) October 2007 - May 2008
Banc of America Investments October 2006 - October 2007
Ameriprise Financial Services, Inc. December 2005 - October 2006
Skills
Bloomberg, Excel, Microsoft Office, ADP, DTC, Fixed Income, Back Office, Equities, Asset Management, Portfolio Management, Hedge Funds, Securities, Wealth Management, Financial Analysis, Investments, Trading, Mutual Funds, Financial Reporting, Alternative Investments, Bonds, Pricing, PowerPoint, Cash Management, Word, Outlook, Valuation, Microsoft Excel, Finance, Middle Office, Financial Services, Corporate Actions, Settlement, Investment Management, Fund Accounting, Investment Advisory, ETFs, Prime Brokerage, Fund Administration, Bloomberg Terminal, Fund Of Funds
Education
Stony Brook University 2000 — 2005
Manava Bharati
BBR Partners July 2009 - Present
Deutsche Bank June 2008 - June 2009
Wipro Technologies (Client UBS Investment Bank) October 2007 - May 2008
Banc of America Investments October 2006 - October 2007
Ameriprise Financial Services, Inc. December 2005 - October 2006
Skills
Bloomberg, Excel, Microsoft Office, ADP, DTC, Fixed Income, Back Office, Equities, Asset Management, Portfolio Management, Hedge Funds, Securities, Wealth Management, Financial Analysis, Investments, Trading, Mutual Funds, Financial Reporting, Alternative Investments, Bonds, Pricing, PowerPoint, Cash Management, Word, Outlook, Valuation, Microsoft Excel, Finance, Middle Office, Financial Services, Corporate Actions, Settlement, Investment Management, Fund Accounting, Investment Advisory, ETFs, Prime Brokerage, Fund Administration, Bloomberg Terminal, Fund Of Funds
Education
Stony Brook University 2000 — 2005
Manava Bharati
Courtney Bogle Courtney Bogle's BBR Partners Experience June 2014 - Present
Job Investment Management Associate at BBR Partners
Industry Public Policy
Experience
BBR Partners June 2014 - Present
BBR Partners April 2013 - Present
Deutsch January 2013 - April 2013
Teton Valley Ranch Camp - Education Foundation July 2009 - August 2009
Skills
International Relations, Financial Markets, Politics, New Business Development, Microsoft Excel, PowerPoint, Research, Editing, Policy Analysis, Community Outreach, Non-profits, Public Speaking, Fundraising, Marketing Strategy, Nonprofits
Education
Stanford Graduate School of Business 2012 — 2012
Williams College 2008 — 2012
Bachelor of Arts, Political Science; International Relations and Leadership Studies
University of Cape Town 2010 — 2010
St. Paul’s School 2004 — 2008
Humanities
Riverdale Country School 1996 — 2004
BBR Partners June 2014 - Present
BBR Partners April 2013 - Present
Deutsch January 2013 - April 2013
Teton Valley Ranch Camp - Education Foundation July 2009 - August 2009
Skills
International Relations, Financial Markets, Politics, New Business Development, Microsoft Excel, PowerPoint, Research, Editing, Policy Analysis, Community Outreach, Non-profits, Public Speaking, Fundraising, Marketing Strategy, Nonprofits
Education
Stanford Graduate School of Business 2012 — 2012
Williams College 2008 — 2012
Bachelor of Arts, Political Science; International Relations and Leadership Studies
University of Cape Town 2010 — 2010
St. Paul’s School 2004 — 2008
Humanities
Riverdale Country School 1996 — 2004
Sara Parsons's BBR Partners Experience September 2007 - May 2009
Job ...
Industry Retail
Experience
Shades of Light March 2013 - May 2014
One Thing at a Time August 2011 - March 2013
MacLaren Jewelers August 2009 - August 2011
BBR Partners September 2007 - May 2009
Skills
Creative Services, Event Planning, Event Management, Annual Reports, PowerPoint, Fundraising, Word, Organizational..., Artistic Eye, Customer Experience, Custom Projects, Social Media, Microsoft Word, Management, Start-ups
Education
Sewanee-The University of the South 2003 — 2007
B.A., Political Science
St. Catherine's School 1990 — 2003
Shades of Light March 2013 - May 2014
One Thing at a Time August 2011 - March 2013
MacLaren Jewelers August 2009 - August 2011
BBR Partners September 2007 - May 2009
Skills
Creative Services, Event Planning, Event Management, Annual Reports, PowerPoint, Fundraising, Word, Organizational..., Artistic Eye, Customer Experience, Custom Projects, Social Media, Microsoft Word, Management, Start-ups
Education
Sewanee-The University of the South 2003 — 2007
B.A., Political Science
St. Catherine's School 1990 — 2003
Rebecca Myers's BBR Partners Experience February 2008 - July 2010
Job Summer Associate at Global Environment Fund
Industry Venture Capital & Private Equity
Experience
Global Environment Fund March 2012 - July 2013
The Wharton School 2011 - June 2013
Injaro Investments January 2011 - May 2011
Kiva August 2010 - December 2010
BBR Partners February 2008 - July 2010
Brown Advisory June 2006 - September 2007
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Valuation, Venture Capital, Due Diligence, Emerging Markets, Corporate Finance, Hedge Funds, Investment Banking, Asset Managment, Portfolio Management, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Maryland College Park
Global Environment Fund March 2012 - July 2013
The Wharton School 2011 - June 2013
Injaro Investments January 2011 - May 2011
Kiva August 2010 - December 2010
BBR Partners February 2008 - July 2010
Brown Advisory June 2006 - September 2007
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Valuation, Venture Capital, Due Diligence, Emerging Markets, Corporate Finance, Hedge Funds, Investment Banking, Asset Managment, Portfolio Management, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
University of Maryland College Park
Lena Goldstein-Moore's BBR Partners Experience January 2006 - August 2009
Job Registered Nurse, BSN
Industry Hospital & Health Care
Experience
Elizabeth Seton Pediatric Center August 2015 - Present
Jacobi Medical Center July 2014 - July 2015
Josel Care Agency April 2014 - June 2014
Self August 2010 - June 2014
BBR Partners January 2006 - August 2009
Whitney Museum of American Art January 2004 - January 2006
Skills
Healthcare, Patient Safety, Patient Education, Customer Service, BLS, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Carecast, Hospitals, Childcare, Child Development, Patient Advocacy, Cpr Certified, Nursing, CPR Certified, EMR, Healthcare Management, Management, Nonprofits, Public Speaking, Research
Education
Concordia College-New York 2012 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Ithaca College 1999 — 2003
Bachelor of Arts (B.A.), Art History
Rye Neck High School 1996 — 1999
High School
Elizabeth Seton Pediatric Center August 2015 - Present
Jacobi Medical Center July 2014 - July 2015
Josel Care Agency April 2014 - June 2014
Self August 2010 - June 2014
BBR Partners January 2006 - August 2009
Whitney Museum of American Art January 2004 - January 2006
Skills
Healthcare, Patient Safety, Patient Education, Customer Service, BLS, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Carecast, Hospitals, Childcare, Child Development, Patient Advocacy, Cpr Certified, Nursing, CPR Certified, EMR, Healthcare Management, Management, Nonprofits, Public Speaking, Research
Education
Concordia College-New York 2012 — 2013
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Ithaca College 1999 — 2003
Bachelor of Arts (B.A.), Art History
Rye Neck High School 1996 — 1999
High School
Will Page Will Page's BBR Partners Experience July 2012 - Present
Job Director at BBR Partners
Industry Investment Management
Experience
BBR Partners July 2012 - Present
BBR Partners August 2008 - July 2012
Deutsche Bank June 2005 - August 2008
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Investment Management, Fund Of Funds, Bloomberg, Equities, Asset Allocation, Investment Strategies
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
BBR Partners July 2012 - Present
BBR Partners August 2008 - July 2012
Deutsche Bank June 2005 - August 2008
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Investment Management, Fund Of Funds, Bloomberg, Equities, Asset Allocation, Investment Strategies
Education
Trinity College-Hartford 1999 — 2003
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Jonathan Miles's BBR Partners Experience August 2007 - Present
Job Director of HR at BBR Partners
Industry Financial Services
Experience
BBR Partners August 2007 - Present
Cantor Fitzgerald November 2005 - August 2007
Palisades Safety & Insurance January 2002 - November 2005
QSP, Inc August 1998 - September 2001
Skills
Talent Management, Performance Management, Financial Services, Talent Acquisition, Wealth Management, Mergers, Financial Analysis, Employee Relations, Strategic Financial..., Succession Planning, Employee Benefits, Employee Engagement, Mergers & Acquisitions
Education
East Carolina University 1993 — 1997
BS, Business Administration
Örebro University 1996 — 1996
BBR Partners August 2007 - Present
Cantor Fitzgerald November 2005 - August 2007
Palisades Safety & Insurance January 2002 - November 2005
QSP, Inc August 1998 - September 2001
Skills
Talent Management, Performance Management, Financial Services, Talent Acquisition, Wealth Management, Mergers, Financial Analysis, Employee Relations, Strategic Financial..., Succession Planning, Employee Benefits, Employee Engagement, Mergers & Acquisitions
Education
East Carolina University 1993 — 1997
BS, Business Administration
Örebro University 1996 — 1996
Alexandra Dattelbaum Alexandra Dattelbaum's BBR Partners Experience October 2007 - July 2012
Job Creative Producer, East Coast at SNP Communications
Industry Graphic Design
Experience
SNP Communications August 2012 - Present
BBR Partners October 2007 - July 2012
Doubletake Promotions & Printing, LLC April 2010 - April 2012
Jeffrey Modell Foundation January 2005 - July 2007
Skills
InDesign, Logo Design, Brochures, Business Cards, Event Planning, Social Media, PowerPoint, Microsoft Office, Event Management, Adobe Creative Suite, Microsoft Excel, Microsoft Word
Education
New York University 2009 — 2009
SCPS Certificate, Digital and Graphic Design Production
Colgate University 2000 — 2004
BA, Environmental Geology
Westminster School 1997 — 2000
Greenwich Academy 1987 — 1997
SNP Communications August 2012 - Present
BBR Partners October 2007 - July 2012
Doubletake Promotions & Printing, LLC April 2010 - April 2012
Jeffrey Modell Foundation January 2005 - July 2007
Skills
InDesign, Logo Design, Brochures, Business Cards, Event Planning, Social Media, PowerPoint, Microsoft Office, Event Management, Adobe Creative Suite, Microsoft Excel, Microsoft Word
Education
New York University 2009 — 2009
SCPS Certificate, Digital and Graphic Design Production
Colgate University 2000 — 2004
BA, Environmental Geology
Westminster School 1997 — 2000
Greenwich Academy 1987 — 1997
Stephen Pizzo's BBR Partners Experience February 2012 - Present
Job Associate at BBR Partners
Industry Accounting
Experience
BBR Partners February 2012 - Present
Citi Hedge Fund Services August 2011 - February 2012
AIS Fund Administration February 2010 - April 2011
Education
Seton Hall University 2005 — 2009
Business, Finance
BBR Partners February 2012 - Present
Citi Hedge Fund Services August 2011 - February 2012
AIS Fund Administration February 2010 - April 2011
Education
Seton Hall University 2005 — 2009
Business, Finance
Kelly Gates Hunt Kelly Gates Hunt's BBR Partners Experience May 2009 - March 2012
Job Executive Assistant at I.A.T.S.E. National Benefit Funds
Industry Investment Management
Experience
I.A.T.S.E. National Benefit Funds March 2012 - November 2013
BBR Partners May 2009 - March 2012
Goldman Sachs January 2008 - May 2009
PRO Unlimited September 2004 - December 2007
Lepine New York June 2003 - May 2004
Skills
MS Office Suite, Adobe Captivate, AutoCAD, Oil Painting, Microsoft CRM, Architectural Drafting, Raiser's Edge
Education
University of Iowa 1998 — 2002
BA, Art History
SACI 2001 — 2001
I.A.T.S.E. National Benefit Funds March 2012 - November 2013
BBR Partners May 2009 - March 2012
Goldman Sachs January 2008 - May 2009
PRO Unlimited September 2004 - December 2007
Lepine New York June 2003 - May 2004
Skills
MS Office Suite, Adobe Captivate, AutoCAD, Oil Painting, Microsoft CRM, Architectural Drafting, Raiser's Edge
Education
University of Iowa 1998 — 2002
BA, Art History
SACI 2001 — 2001
Geeta Purushuttam Geeta Purushuttam's BBR Partners Experience April 2014 - Present
Job Administrative Assistant at Daron Fashion Group
Industry Apparel & Fashion
Experience
BBR Partners April 2014 - Present
Daron Fashion Group August 2013 - February 2014
Skills
PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Office Administration, Microsoft Office, Zumba, Administrative..., Event Planning, Administrative..., Outlook, Customer Service, Spreadsheets, Time Management, Office Management, Marketing, QuickBooks
Education
City University of New York-Queens College 2009 — 2013
Bachelor of Business Administration (BBA), International Business
BBR Partners April 2014 - Present
Daron Fashion Group August 2013 - February 2014
Skills
PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Office Administration, Microsoft Office, Zumba, Administrative..., Event Planning, Administrative..., Outlook, Customer Service, Spreadsheets, Time Management, Office Management, Marketing, QuickBooks
Education
City University of New York-Queens College 2009 — 2013
Bachelor of Business Administration (BBA), International Business
Gordon Ross Gordon Ross's BBR Partners Experience October 2012 - November 2014
Job Vice President at Dynasty Financial Partners
Industry Investment Management
Experience
Dynasty Financial Partners January 2015 - Present
BBR Partners October 2012 - November 2014
Atlantic Trust June 2010 - October 2012
Bestinvest April 2005 - April 2008
Bestinvest September 2001 - April 2005
Skills
Investments, Portfolio Management, Equities, Asset Managment, Due Diligence, Private Equity, Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Valuation, Wealth Management
Education
Harvard Business School 2008 — 2010
MBA, Management
University of Durham 1998 — 2001
BA Hons, Economics
Dynasty Financial Partners January 2015 - Present
BBR Partners October 2012 - November 2014
Atlantic Trust June 2010 - October 2012
Bestinvest April 2005 - April 2008
Bestinvest September 2001 - April 2005
Skills
Investments, Portfolio Management, Equities, Asset Managment, Due Diligence, Private Equity, Investment Strategies, Financial Analysis, Financial Modeling, Asset Allocation, Valuation, Wealth Management
Education
Harvard Business School 2008 — 2010
MBA, Management
University of Durham 1998 — 2001
BA Hons, Economics
Shai Ellberger Shai Ellberger's BBR Partners Experience June 2015 - Present
Job Associate at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2015 - Present
Jefferies LLC May 2014 - August 2014
JBS Financial Services June 2011 - April 2012
Bergen County High School of Jewish Studies August 2010 - February 2011
Skills
Investment Banking, Press Releases, Event Planning, Valuation, Public Speaking, Facebook, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Data Analysis, Social Media Marketing, Leadership, Budgets, Financial Analysis, Fundraising, Public Relations, Tax, Marketing, Microsoft Word, Social Networking, Newsletters, Community Outreach, Analysis, Sales, Research, Financial Modeling, Management, Customer Service
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2011 — 2011
Pre-MBA Program
University of Maryland College Park 2006 — 2010
BA, Communications
BBR Partners June 2015 - Present
Jefferies LLC May 2014 - August 2014
JBS Financial Services June 2011 - April 2012
Bergen County High School of Jewish Studies August 2010 - February 2011
Skills
Investment Banking, Press Releases, Event Planning, Valuation, Public Speaking, Facebook, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Data Analysis, Social Media Marketing, Leadership, Budgets, Financial Analysis, Fundraising, Public Relations, Tax, Marketing, Microsoft Word, Social Networking, Newsletters, Community Outreach, Analysis, Sales, Research, Financial Modeling, Management, Customer Service
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2011 — 2011
Pre-MBA Program
University of Maryland College Park 2006 — 2010
BA, Communications
Ashraf Sarwar, CFA's BBR Partners Experience May 2004 - May 2011
Job Head of Middle Office & Operations at Atlantic Investment Management
Industry Investment Management
Experience
Atlantic Investment Management May 2011 - Present
BBR Partners May 2004 - May 2011
Citigroup Asset Management June 2000 - May 2004
Skills
Hedge Funds, Bloomberg, Equities, Equity Trading, Investments, Asset Managment, Alternative Investments, Asset Management, Valuation, Trading, Finance, Capital Markets
Education
Denison University 1996 — 2000
BA, Economics, French & Mathematics
Institute for American Universities 1998 — 1998
French
Atlantic Investment Management May 2011 - Present
BBR Partners May 2004 - May 2011
Citigroup Asset Management June 2000 - May 2004
Skills
Hedge Funds, Bloomberg, Equities, Equity Trading, Investments, Asset Managment, Alternative Investments, Asset Management, Valuation, Trading, Finance, Capital Markets
Education
Denison University 1996 — 2000
BA, Economics, French & Mathematics
Institute for American Universities 1998 — 1998
French
Cinzia Coppola's BBR Partners Experience March 2012 - Present
Job Client Administration Associate at BBR Partners
Industry Financial Services
Experience
BBR Partners March 2012 - Present
Rochdale Investment Management April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company September 2009 - April 2011
National Life Group January 2008 - May 2009
Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys
Education
Saint Michael's College 2005 — 2009
B.S, Business Administration; International Business, and Italian
Harwood Union High School 2001 — 2005
BBR Partners March 2012 - Present
Rochdale Investment Management April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company September 2009 - April 2011
National Life Group January 2008 - May 2009
Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys
Education
Saint Michael's College 2005 — 2009
B.S, Business Administration; International Business, and Italian
Harwood Union High School 2001 — 2005
Andrew Bilzin's BBR Partners Experience February 2001 - January 2004
Job Director of Investor Relations at Echo Street Capital
Industry Investment Management
Experience
Echo Street Capital June 2015 - Present
Tremblant Capital 2009 - May 2015
Alson Capital September 2008 - May 2009
SLS Capital January 2004 - August 2008
BBR Partners February 2001 - January 2004
Education
University of Michigan 1994 — 1998
Echo Street Capital June 2015 - Present
Tremblant Capital 2009 - May 2015
Alson Capital September 2008 - May 2009
SLS Capital January 2004 - August 2008
BBR Partners February 2001 - January 2004
Education
University of Michigan 1994 — 1998
Brett Barth's BBR Partners Experience February 2000 - Present
Job Managing Partner, Director of Investment Research
Industry Investment Management
Experience
BBR Partners February 2000 - Present
Goldman Sachs August 1993 - February 2000
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BS
BBR Partners February 2000 - Present
Goldman Sachs August 1993 - February 2000
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BS
Steven Pressman's BBR Partners Experience August 2010 - Present
Job Partner, Director of Portfolio & Wealth Advisory
Industry Financial Services
Experience
BBR Partners August 2010 - Present
Fleming, Perry & Cox 2007 - August 2010
Bridgewater Associates 2006 - 2007
Kellogg Marine 1998 - 2006
Simpson, Thacher and Bartlett 1997 - 1998
Arthur Andersen 1992 - 1994
Skills
Wealth Management, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Alternative Investments, Financial Planning, Asset Management
Education
Columbia Law School 1994 — 1997
J.D., Law
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science (B.S.), Economics
BBR Partners August 2010 - Present
Fleming, Perry & Cox 2007 - August 2010
Bridgewater Associates 2006 - 2007
Kellogg Marine 1998 - 2006
Simpson, Thacher and Bartlett 1997 - 1998
Arthur Andersen 1992 - 1994
Skills
Wealth Management, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Alternative Investments, Financial Planning, Asset Management
Education
Columbia Law School 1994 — 1997
J.D., Law
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science (B.S.), Economics
Lori Malerba's BBR Partners Experience January 2006 - July 2007
Job Manager US & International Tax at Avon
Industry Financial Services
Experience
Avon October 2011 - Present
Avon Products, Inc. July 2010 - October 2011
Avon Products Inc. August 2009 - July 2010
Citi 2008 - 2008
BBR Partners January 2006 - July 2007
Skills
Financial Analysis, Corporate Finance, Hyperion Enterprise, Financial Reporting, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
University of Pennsylvania 1998 — 2002
BA, Biological Basis of Behavior
Avon October 2011 - Present
Avon Products, Inc. July 2010 - October 2011
Avon Products Inc. August 2009 - July 2010
Citi 2008 - 2008
BBR Partners January 2006 - July 2007
Skills
Financial Analysis, Corporate Finance, Hyperion Enterprise, Financial Reporting, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
University of Pennsylvania 1998 — 2002
BA, Biological Basis of Behavior
Staci Fitzsimmons's BBR Partners Experience September 2014 - Present
Job Executive Assistant at BBR Partners
Industry Financial Services
Experience
BBR Partners September 2014 - Present
GIC May 2014 - September 2014
ESquared Hospitality (formerly BLT Restaurants) August 2004 - January 2014
California Alumni Association 2002 - 2003
Skills
Hospitality, Event Management, Microsoft Office, Social Media, Restaurants, Food, Event Planning, Food & Beverage, Hospitality Management, Budgets
Education
Boston University 1999 — 2003
BBR Partners September 2014 - Present
GIC May 2014 - September 2014
ESquared Hospitality (formerly BLT Restaurants) August 2004 - January 2014
California Alumni Association 2002 - 2003
Skills
Hospitality, Event Management, Microsoft Office, Social Media, Restaurants, Food, Event Planning, Food & Beverage, Hospitality Management, Budgets
Education
Boston University 1999 — 2003
Margarita Salasyuk's BBR Partners Experience June 2007 - June 2010
Job MBA, Wharton School, University of Pennsylvania
Industry Nonprofit Organization Management
Kevin Lutz's BBR Partners Experience November 2014 - Present
Job Vice President at BBR Partners
Industry Investment Management
Experience
BBR Partners November 2014 - Present
BBR Partners June 2012 - July 2014
BBR Partners May 2010 - June 2012
AM&M Financial Services April 2007 - May 2010
M&T Bank June 2006 - April 2007
Skills
Asset Managment, Portfolio Management, Due Diligence, Wealth Management, Investments, Asset Management, Equities, Analysis, Hedge Funds, Fixed Income, Finance, Strategic Financial..., Mutual Funds, Asset Allocation
Education
Saint John Fisher College 2002 — 2006
Bachelor’s Degree, Business w/ Concentration in Financial Planning, 3.7/4.0
BBR Partners November 2014 - Present
BBR Partners June 2012 - July 2014
BBR Partners May 2010 - June 2012
AM&M Financial Services April 2007 - May 2010
M&T Bank June 2006 - April 2007
Skills
Asset Managment, Portfolio Management, Due Diligence, Wealth Management, Investments, Asset Management, Equities, Analysis, Hedge Funds, Fixed Income, Finance, Strategic Financial..., Mutual Funds, Asset Allocation
Education
Saint John Fisher College 2002 — 2006
Bachelor’s Degree, Business w/ Concentration in Financial Planning, 3.7/4.0
Andrea Rosenbaum's BBR Partners Experience August 2002 - October 2012
Job Investor & Rating Agency Relations, Office of the CEO at Nomura Securities
Industry Investment Management
Experience
Nomura Securities April 2014 - Present
Sandler Capital Management October 2012 - April 2014
BBR Partners August 2002 - October 2012
BBR Partners 2002 - 2005
Lehman Brothers July 2001 - August 2002
Skills
Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Advent, New Business Development, Marketing Strategy
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
New York University, Study Abroad 2000 — 2000
Nomura Securities April 2014 - Present
Sandler Capital Management October 2012 - April 2014
BBR Partners August 2002 - October 2012
BBR Partners 2002 - 2005
Lehman Brothers July 2001 - August 2002
Skills
Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Advent, New Business Development, Marketing Strategy
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
New York University, Study Abroad 2000 — 2000
Armand Santos's BBR Partners Experience 2004 - 2005
Job
Industry Investment Management
Experience
Renaissance Technologies LLC April 2008 - Present
Highbridge Capital Management 2005 - 2008
BBR Partners 2004 - 2005
BNY Alternative Investments, LLC 2002 - 2004
Goldman Sachs 2000 - 2000
Skills
Fund Of Funds, Hedge Funds, Equities, Securities, Bloomberg, Mutual Funds, Alternative Investments, Financial Modeling, Valuation, Fund Accounting
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
finance
Renaissance Technologies LLC April 2008 - Present
Highbridge Capital Management 2005 - 2008
BBR Partners 2004 - 2005
BNY Alternative Investments, LLC 2002 - 2004
Goldman Sachs 2000 - 2000
Skills
Fund Of Funds, Hedge Funds, Equities, Securities, Bloomberg, Mutual Funds, Alternative Investments, Financial Modeling, Valuation, Fund Accounting
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
finance
Scott Ehrlich's BBR Partners Experience January 2008 - Present
Job VP of Information Technology
Industry Financial Services
Experience
BBR Partners January 2008 - Present
Expeditors International October 2002 - December 2007
Education
Binghamton University 1998 — 2002
BBR Partners January 2008 - Present
Expeditors International October 2002 - December 2007
Education
Binghamton University 1998 — 2002
David Dickman's BBR Partners Experience December 2010 - August 2013
Job Director of Business Development at Billings Capital Management
Industry Investment Management
Experience
Billings Capital Management August 2013 - Present
BBR Partners December 2010 - August 2013
BBR Partners December 2008 - December 2010
Skills
Wealth Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Advisory, Client Relations Skills, Business Development, Client Interfacing..., Strategic Financial..., Investments, Investment Strategies, Investment Management, Valuation, Bloomberg, Due Diligence, Financial Advisory, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Finance & Accounting, 3.92
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Billings Capital Management August 2013 - Present
BBR Partners December 2010 - August 2013
BBR Partners December 2008 - December 2010
Skills
Wealth Management, Alternative Investments, Hedge Funds, Portfolio Management, Investment Advisory, Client Relations Skills, Business Development, Client Interfacing..., Strategic Financial..., Investments, Investment Strategies, Investment Management, Valuation, Bloomberg, Due Diligence, Financial Advisory, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.), Finance & Accounting, 3.92
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Brandon Pick's BBR Partners Experience June 2012 - Present
Job Vice President of Investment Research at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2012 - Present
BBR Partners September 2009 - June 2012
Ameriprise Financial Services, Inc. July 2008 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brandeis University 2004 — 2008
B.A., Economics, Business, American Studies
BBR Partners June 2012 - Present
BBR Partners September 2009 - June 2012
Ameriprise Financial Services, Inc. July 2008 - August 2009
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brandeis University 2004 — 2008
B.A., Economics, Business, American Studies
Marie Mehan Doyle's BBR Partners Experience January 2013 - Present
Job Vice President
Industry Financial Services
Experience
BBR Partners January 2013 - Present
BBR Partners May 2011 - December 2012
Alexandra & James September 2009 - April 2011
KPMG July 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Education
Georgetown University 2004 — 2008
BA
UCL 2007 — 2007
BBR Partners January 2013 - Present
BBR Partners May 2011 - December 2012
Alexandra & James September 2009 - April 2011
KPMG July 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Merrill Lynch September 2006 - December 2006
Education
Georgetown University 2004 — 2008
BA
UCL 2007 — 2007
Joseph N. Aniano's BBR Partners Experience July 2005 - August 2007
Job Executive Director, Investment Management Research
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS AG August 2007 - May 2015
BBR Partners July 2005 - August 2007
BBR Partners December 2003 - July 2005
BBR Partners July 2001 - December 2003
Skills
High Net Worth..., Recruiting, Options, Equities, Private Equity, Portfolio Management, Business Development, Financial Markets, Electronic Trading, Loans, Wealth Management..., Equity Trading, Structured Products, Fixed Income, Trading, ETFs, Trading Systems, Financial Advisory, Credit, Banking, Finance
Education
Adelphi University 2008 — 2010
MBA, Business Administration
Marist College 1996 — 2000
UBS Wealth Management May 2015 - Present
UBS AG August 2007 - May 2015
BBR Partners July 2005 - August 2007
BBR Partners December 2003 - July 2005
BBR Partners July 2001 - December 2003
Skills
High Net Worth..., Recruiting, Options, Equities, Private Equity, Portfolio Management, Business Development, Financial Markets, Electronic Trading, Loans, Wealth Management..., Equity Trading, Structured Products, Fixed Income, Trading, ETFs, Trading Systems, Financial Advisory, Credit, Banking, Finance
Education
Adelphi University 2008 — 2010
MBA, Business Administration
Marist College 1996 — 2000
Sophia Okeke's BBR Partners Experience May 2011 - May 2013
Job Human Resources at International Center for Transitional Justice
Industry Investment Banking
Experience
International Center for Transitional Justice May 2015 - Present
Geller & Company September 2014 - April 2015
Barclays Investment Bank 2013 - March 2014
BBR Partners May 2011 - May 2013
Martha Stewart Living Omnimedia June 2009 - April 2011
CBS News October 2006 - September 2008
CBS News July 2004 - October 2006
LBC June 2003 - July 2004
Education
Goldsmiths, University of London 2002 — 2003
MA, Broadcast Journalism
The University of Hull 1999 — 2002
BA, Media Production
International Center for Transitional Justice May 2015 - Present
Geller & Company September 2014 - April 2015
Barclays Investment Bank 2013 - March 2014
BBR Partners May 2011 - May 2013
Martha Stewart Living Omnimedia June 2009 - April 2011
CBS News October 2006 - September 2008
CBS News July 2004 - October 2006
LBC June 2003 - July 2004
Education
Goldsmiths, University of London 2002 — 2003
MA, Broadcast Journalism
The University of Hull 1999 — 2002
BA, Media Production
Anca Montuschi's BBR Partners Experience June 2014 - Present
Job Vice President of Client Administration at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2014 - Present
BBR Partners April 2009 - June 2014
AllianceBernstein November 1998 - October 2008
Oppenheimer & Co. June 1996 - November 1998
Skills
Advent, Portfolio Management, Trading, Reconciliation, Excel, Statements, Microsoft Excel, Financial Statements, Account Reconciliation, Investments, Fixed Income, Accounting, Equities
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance, Management
New York University 1992 — 1996
BA, Economics
Brooklyn Tech High School 1988 — 1992
PS 117
BBR Partners June 2014 - Present
BBR Partners April 2009 - June 2014
AllianceBernstein November 1998 - October 2008
Oppenheimer & Co. June 1996 - November 1998
Skills
Advent, Portfolio Management, Trading, Reconciliation, Excel, Statements, Microsoft Excel, Financial Statements, Account Reconciliation, Investments, Fixed Income, Accounting, Equities
Education
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance, Management
New York University 1992 — 1996
BA, Economics
Brooklyn Tech High School 1988 — 1992
PS 117
Marissa Russo's BBR Partners Experience June 2004 - January 2007
Job Music Educator and SingerSongwriter
Industry Music
Experience
Swallow Hill Music January 2014 - Present
Robert E. Loup Jewish Community Center May 2010 - Present
Self Employed 1998 - Present
Music Together, LLC September 2012 - September 2013
Special Aerospace Services April 2010 - November 2012
Crestone Capital Advisors October 2007 - April 2010
Branch Shelton Company March 2007 - September 2007
BBR Partners June 2004 - January 2007
Skills
Music, Social Media, Piano, Event Planning, Microsoft Office, Public Speaking, Nonprofits, Teaching, Research, Fundraising, Music Education, PowerPoint, Microsoft Excel, Customer Service, Accounting
Education
Metropolitan State University of Denver 2010 — 2013
Bachelor of Music Education, Choral Concentration, Voice Emphasis, 3.84 Cumulative GPA
Colorado State University 1997 — 1998
Swallow Hill Music January 2014 - Present
Robert E. Loup Jewish Community Center May 2010 - Present
Self Employed 1998 - Present
Music Together, LLC September 2012 - September 2013
Special Aerospace Services April 2010 - November 2012
Crestone Capital Advisors October 2007 - April 2010
Branch Shelton Company March 2007 - September 2007
BBR Partners June 2004 - January 2007
Skills
Music, Social Media, Piano, Event Planning, Microsoft Office, Public Speaking, Nonprofits, Teaching, Research, Fundraising, Music Education, PowerPoint, Microsoft Excel, Customer Service, Accounting
Education
Metropolitan State University of Denver 2010 — 2013
Bachelor of Music Education, Choral Concentration, Voice Emphasis, 3.84 Cumulative GPA
Colorado State University 1997 — 1998
Andy Eimer's BBR Partners Experience October 2011 - Present
Job Vice President at BBR Partners
Industry Investment Management
Experience
BBR Partners October 2011 - Present
Attalus Capital July 2008 - October 2011
JP Morgan July 2003 - June 2006
Skills
Hedge Funds, Private Equity, Investments, Alternative Investments, Equities, Bloomberg, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Modeling, Fund Of Funds, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance & Accounting
Duke University 1999 — 2003
AB, Economics
BBR Partners October 2011 - Present
Attalus Capital July 2008 - October 2011
JP Morgan July 2003 - June 2006
Skills
Hedge Funds, Private Equity, Investments, Alternative Investments, Equities, Bloomberg, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Modeling, Fund Of Funds, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance & Accounting
Duke University 1999 — 2003
AB, Economics
Thomas R. Brzostowski's BBR Partners Experience January 2011 - November 2011
Job Vice President at Cyrus J. Lawrence LLC
Industry Financial Services
Experience
Cyrus J. Lawrence LLC April 2014 - Present
Ruben Companies January 2012 - April 2014
BBR Partners January 2011 - November 2011
Emigrant Bank April 1999 - December 2010
Skills
Banking, Outlook, Portfolio Management, Microsoft Office, Asset Management, Asset Managment, Financial Analysis, Financial Services, Alternative Investments, Equities, Customer Engagement, Securities, Investments, Real Estate, Risk Management, Accounting, Microsoft Word, Fund Of Funds, Research, Hedge Funds, Microsoft Excel, Financial Modeling, Valuation, Information Technology, Financial Reporting, Credit, Wealth Management
Education
City University of New York-Brooklyn College
B.S., Business Management and Finance
Cyrus J. Lawrence LLC April 2014 - Present
Ruben Companies January 2012 - April 2014
BBR Partners January 2011 - November 2011
Emigrant Bank April 1999 - December 2010
Skills
Banking, Outlook, Portfolio Management, Microsoft Office, Asset Management, Asset Managment, Financial Analysis, Financial Services, Alternative Investments, Equities, Customer Engagement, Securities, Investments, Real Estate, Risk Management, Accounting, Microsoft Word, Fund Of Funds, Research, Hedge Funds, Microsoft Excel, Financial Modeling, Valuation, Information Technology, Financial Reporting, Credit, Wealth Management
Education
City University of New York-Brooklyn College
B.S., Business Management and Finance
Heather Glotzer's BBR Partners Experience September 2006 - September 2010
Job Real Estate Salesperson at Elegran Real Estate & Development
Industry Internet
Experience
Elegran Real Estate & Development March 2013 - Present
Group Commerce October 2010 - January 2013
BBR Partners September 2006 - September 2010
Skills
Salesforce.com, Human Capital, Talent Acquisition, New Business Development, Strategic Partnerships, Lead Generation, Sales, Account Management, Online Advertising, Communication Skills, Digital Media, E-commerce, CRM, Sales Operations, Human Resources, Start-ups, Marketing, Cold Calling, Business Development, Online Marketing, Analytics, Email Marketing, Marketing Strategy, Social Networking, Market Research, Digital Marketing, Kindness, Competitive Analysis, Social Media Marketing, SEM, Customer Satisfaction, Real Estate, Selling, Customer Retention, New Yorker, SEO, Customer Service, Communication
Education
Muhlenberg College 2002 — 2006
BA, Business Administration
Elegran Real Estate & Development March 2013 - Present
Group Commerce October 2010 - January 2013
BBR Partners September 2006 - September 2010
Skills
Salesforce.com, Human Capital, Talent Acquisition, New Business Development, Strategic Partnerships, Lead Generation, Sales, Account Management, Online Advertising, Communication Skills, Digital Media, E-commerce, CRM, Sales Operations, Human Resources, Start-ups, Marketing, Cold Calling, Business Development, Online Marketing, Analytics, Email Marketing, Marketing Strategy, Social Networking, Market Research, Digital Marketing, Kindness, Competitive Analysis, Social Media Marketing, SEM, Customer Satisfaction, Real Estate, Selling, Customer Retention, New Yorker, SEO, Customer Service, Communication
Education
Muhlenberg College 2002 — 2006
BA, Business Administration
Tricia Antonaccio's BBR Partners Experience April 2002 - March 2004
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Jeremy Hofmann's BBR Partners Experience June 2012 - October 2012
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs October 2012 - Present
BBR Partners June 2012 - October 2012
BBR Partners October 2009 - June 2012
Credit Suisse July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Hedge Funds, Capital Markets, Financial Analysis, Private Equity
Education
Georgetown University 2005 — 2008
BSBA, Finance, General
Goldman Sachs October 2012 - Present
BBR Partners June 2012 - October 2012
BBR Partners October 2009 - June 2012
Credit Suisse July 2007 - October 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Bloomberg, Investments, Hedge Funds, Capital Markets, Financial Analysis, Private Equity
Education
Georgetown University 2005 — 2008
BSBA, Finance, General
Susan W Sofronas's BBR Partners Experience November 2005 - June 2010
Job Director at Geller Family Office Services
Industry Investment Management
Experience
Geller & Company Family Office Services LLC November 2010 - Present
BBR Partners November 2005 - June 2010
Education
Babson College
BS, Finance and Investments
Geller & Company Family Office Services LLC November 2010 - Present
BBR Partners November 2005 - June 2010
Education
Babson College
BS, Finance and Investments
Cristin McGlynn's BBR Partners Experience March 2015 - Present
Job Vice President of Portfolio and Wealth Advisory at BBR Partners
Industry Financial Services
Experience
BBR Partners March 2015 - Present
Convergent Wealth Advisors August 2013 - March 2015
Convergent Wealth Advisors August 2009 - August 2013
Skills
Alternative Investments, Investment Management, Wealth Management, Investments, Asset Allocation, Series 65, Hedge Funds, Portfolio Management, FINRA, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Equities, Strategic Planning, Wealth, Securities, Financial Markets, Capital Markets, Wealth Management..., High Net Worth..., Financial Modeling, Valuation, Financial Services, Strategic Financial..., Private Equity, Retirement Planning, Investment Banking, Fund Of Funds, Finance, Bonds, Financial Planning
Education
University of Delaware 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance
Georgetown Visitation Preparatory School 2000 — 2004
High School
BBR Partners March 2015 - Present
Convergent Wealth Advisors August 2013 - March 2015
Convergent Wealth Advisors August 2009 - August 2013
Skills
Alternative Investments, Investment Management, Wealth Management, Investments, Asset Allocation, Series 65, Hedge Funds, Portfolio Management, FINRA, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, Fixed Income, Investment Advisory, Investment Strategies, Equities, Strategic Planning, Wealth, Securities, Financial Markets, Capital Markets, Wealth Management..., High Net Worth..., Financial Modeling, Valuation, Financial Services, Strategic Financial..., Private Equity, Retirement Planning, Investment Banking, Fund Of Funds, Finance, Bonds, Financial Planning
Education
University of Delaware 2004 — 2008
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Finance
Georgetown Visitation Preparatory School 2000 — 2004
High School
Sean Apgar's BBR Partners Experience May 2005 - Present
Job Partner, Director of Portfolio & Wealth Advisory
Industry Investment Management
Experience
BBR Partners May 2005 - Present
WTAS February 2002 - April 2005
Arthur Andersen September 1998 - February 2002
Education
Lehigh University - College of Business and Economics 1995 — 1999
Accounting
BBR Partners May 2005 - Present
WTAS February 2002 - April 2005
Arthur Andersen September 1998 - February 2002
Education
Lehigh University - College of Business and Economics 1995 — 1999
Accounting
Barry Klayman's BBR Partners Experience May 2013 - Present
Job Partner, Chief Operating Officer at BBR Partners
Industry Financial Services
Experience
BBR Partners May 2013 - Present
Asset Management Finance LLC October 2003 - April 2013
Putnam Lovell NBF 1999 - 2003
Bankers Trust Company 1985 - 1999
Citibank 1983 - 1985
Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1979 — 1983
BS, Economics
Hull High School 1975 — 1979
BBR Partners May 2013 - Present
Asset Management Finance LLC October 2003 - April 2013
Putnam Lovell NBF 1999 - 2003
Bankers Trust Company 1985 - 1999
Citibank 1983 - 1985
Skills
Corporate Finance, Investment Management, Management, Relationship Management, Operations Management, Project Management, Cash Management, Structured Investments, Principal Investments
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 1979 — 1983
BS, Economics
Hull High School 1975 — 1979