Library
bbrpartners.comCrawled Oct 29, 2026
Product
6 pages- BBR Partners Wealth Management/wealth-management-partners
The power of knowing deeply, and being deeply known.
- Holistic Wealth Management/our-services/wealth-advisory
BBR collaborates with trusted advisors to deliver holistic wealth management solutions.
- Investment management for High Net Worth Individuals/our-services/investment-solutions
Portfolio management that is customized and objective.
- Portfolio Administration/our-services/portfolio-administration
BBR manages portfolio details with seamless execution and streamlined information delivery.
Blog
6 pages- BBR To-Go Episode 1 — Founders Brett Barth & Evan Roth/news/bbrtogo
BBR To-Go Episode 1 features founders Evan Roth and Brett Barth reflecting on navigating change and growth.
- BBR To-Go Episode 2 — Marc Koslowsky and Rob Kapito/news/bbr-go-episode-2
BBR To-Go Episode 2 features Marc Koslowsky and Rob Kapito discussing asset management, remote work culture, and future market trends.
- BBR To-Go Episode 3 — Todd Whitenack and Danny Meyer/news/bbr-go-episode-3
- BBR To-Go Episode 7 — Co-Managing Partners, Stephanie Gromek and Todd Whitenack, On Leadership, Culture and Values/news/bbr-to-go-episode-7-co-managing-partners-stephanie-gromek-and-todd-whitenack-on-leadership-culture-and-values
Press
6 pages- News/blocks/news
- News Archive/news
- News Item List/blocks/news-item-list
- Ranked #15 in financial Advisor's "2021 RIA ranking" — July 2021/news/ranked-15-in-financial-advisors-2021-ria-ranking-july-2021
Financial Advisor Magazine offers an interactive platform for financial professionals, covering topics like retirement and alternative investments.
Careers & Hiring
2 pages- Careers/careers
- Open Positions/careers/positions
Team
6 pages- David M. Choy/people/david-m-choy
Dave prepares financial statements and tax reports for BBR’s investment vehicles, with prior experience in partnership taxation at PwC.
- Directory/directory
- Meet our team/our-people
The BBR team consists of individuals dedicated to clients and their communities.
- Our People Archive/people
Michael oversees BBR’s operations, data management, legal, and compliance teams, ensuring accuracy, security, and adherence to regulations.
About
5 pages- About/about-us
BBR’s founders created an independent wealth management model tailored to wealthy families with customized solutions.
- About 1/blocks/about-1
- About 2/blocks/about-2
- Impact/impact
A suite of customized services to help clients maximize the holistic effect of their philanthropic, investment and engagement activities.
Contact
2 pages- Client Portal Help/client-portal-help
Users can access BBR Partners’ firm details in the d1g1t wealth app by searching under the firm name.
- Wealth Management firm/contact
BBR Partners is a boutique wealth management firm with offices in New York, San Francisco, & Chicago.
Homepage
1 page- Homepage/
Highly customized investment strategies for High Net Worth Individuals.
Privacy
1 page- Privacy Policy/privacypolicy
Terms & Conditions
4 pages- Brett Barth Interviewed by Ted Seides, host of Capital Allocators podcast station/news/important-disclosure-information
Brett Barth discusses BBR’s early days and asset allocation strategies on the *Capital Allocators* podcast.
- Fraud Notice/fraud-notice
Important Notice Regarding Fraudulent Use of BBR Partners’ Name
- Important Disclosure Information/important-disclosure-information
BBR provides portfolio disclosures, but these are not accounting documents and should not replace tax or legal reports.
- View Important Disclosure Information/view-important-disclosure-information
BBR Partners is an SEC-registered investment adviser with offices in New York City, San Francisco, Chicago, and Melville, New York.
