Bbr Partners
BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information:
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Verified contacts
200
available on Kipplo
LinkedIn employees
240
51 to 200 range
Open roles
1
across 1 depts
Distinct roles
154
indexed titles
Tech stack
5
tools in use
Monthly traffic
1.0K
organic / mo
Hiring · 1 open positions across 1 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- CK
Cary Klivan
Director of Tax and Accounting · Finance & Accounting
EmailPhone - DM
Darcy McFadyen
Partner, Head of Data Governance · Information Technology
EmailPhone - DD
Deanna Deutschman
Director, Portfolio & Wealth Advisory · General Business & Management
EmailPhone - JR
Justine Rocco
Director, Portfolio & Wealth Administration · Other
EmailPhone - KD
Kate Doherty
Director of Portfolio and Wealth Administration · Other
EmailPhone - KM
Kevin Mahon
Director · General Business & Management
EmailPhone - LI
Laura Ilkiw
Director of Learning and Development · General Business & Management
EmailPhone - LC
Liz Cillo
Partner, Director of Portfolio and Wealth Advisory · Finance & Accounting
EmailPhone - MG
Michael Goldberg
Partner, Director of Portfolio & Wealth Advisory · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Bbr Partners
154 distinct titles indexed · top 10 shown.
- 10vice president of portfolio & wealth advisory
- 6portfolio & wealth advisory associate
- 5administrative assistant
- 5vice president
- 4associate
- 3&,
- 3()
- 3director
- 3partner, director of investment research
- 3portfolio & wealth advisory analyst
- +144more titles
Sign up to unlock all 200 contacts at Bbr Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
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