Fbb Capital Partners
It's Personal. At FBB Capital Partners, we are stewards of our clients' assets, and we invest solely to meet our clients' objectives. We believe that a smart investment plan should focus on both current income requirements and long-term capital appreciation, with an emphasis on long-term wealth management. Most importantly, each investor has unique personal spirations and preferences - and those factors should be reflected in their investment portfolios. FBB Capital Partners is structured to provide professional investment advisory services on a fee-only basis. We are a privately held firm. While the wealth management industry becomes increasingly corporate, FBB continues to operate privately. Our independence allows us to focus on our clients instead of corporate issues.
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Verified contacts
36
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
24
indexed titles
Tech stack
1
tools in use
Monthly traffic
311
organic / mo
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Decision-makers and verified team members
36 contacts with verified email or phone · masked until revealed.
- MJ
Mel J. Casey
Senior Portfolio Manager · Finance & Accounting
EmailPhone - MB
Mike Bailey
Director of Research, Investment Committee Chair · Other
EmailPhone - SF
Susan Fulton
Owner · General Business & Management
EmailPhone - JS
Jennifer Scher
Portfolio Manager · Finance & Accounting
EmailPhone - JP
John Petrofsky
Portfolio Manager · Finance & Accounting
EmailPhone - MK
Maggi Keating
Portfolio Manager · Finance & Accounting
EmailPhone - MC
Martha Callahan
Portfolio Manager · Finance & Accounting
EmailPhone - KR
Katy Roediger
Client Service and Marketing Associate · Customer/Client Service
EmailPhone - SK
Simon Kanazeh
Portfolio Analyst and Trade Specialist · Finance & Accounting
EmailPhone
Showing 9 of 36 verified contacts
Top roles at Fbb Capital Partners
24 distinct titles indexed · top 10 shown.
- 6portfolio manager
- 2client service and marketing associate
- 2equity research associate
- 2incoming summer 2025 intern
- 2owner
- 2president
- 2senior portfolio manager
- 1attorney
- 1chief compliance officer
- 1client services associate
- +14more titles
Sign up to unlock all 36 contacts at Fbb Capital Partners
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