BBR Partners
BBR Partners

BBR Partners Information

Contact top employees from BBR Partners

Summary

BBR Partners is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at San Francisco, California, USA. The number of employees ranges from 25 to 100. The annual revenue of BBR Partners varies between 5.0M and 25M. To connect with BBR Partners employee register on SignalHire.

Organization Website

bbrpartners.com

Social Links

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Phone Number

212.313.9870

Industries

Headquarters Location

55 E 52nd St, New York, NY, 10055 US

Employees Size

100-200 employees

Specialties

Multi-Family Office

SIC Code

6199

DMA Code

San Francisco Bay Area

Founded

2000

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
1935Privately
Held
1 - 25 15.7M $220.5M
-Partnership 25 - 100 12M $0
2018Partnership 1-10 < 1M $0

Estimated Website Traffic

The chart shows a growth in traffic to the bbrpartners.com website. In November, traffic increased to 2705, compared to 2686 in the previous month. The highest traffic in 2025 was recorded in July, reaching 3709 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at BBR Partners shows a diverse range of experience levels:
2% have been with the company for less than 1 year11% for 1–2 years27% for 3–4 years15% for 5–7 years11% for 8–10 years35% have over 11 years of service at BBR Partners
Ex-employees positions
In Company
In New Company
Contact top employees from BBR Partners
Nicole Ciolfi
Vice President of Portfolio & Wealth Administration
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Angela Neller
Vice president of Trading
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Sean Pezza
Vice President
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Margaret MacCowatt
Vice President of Portfolio & Wealth Advisory
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Yan Wang
Vice President of Portfolio and Wealth Administration
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Jennifer Nelson Ray
Partner, Head of Business Strategy and Innovation
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Shannon Louther
Office Administrative Assistant
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Ari Shalit
Director, Portfolio & Wealth Advisory
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Bryce Mac Leod Zaremby
Senior Portfolio Management Associate
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Jordan Karen
Director of Portfolio and Wealth Advisory
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Mike Darosa
Director of Portfolio & Wealth Advisory
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Taryn Langona
Data Management Associate
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Caroline Giles
Portfolio and Wealth Management Client Service Analyst
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Anna Borgwing
Senior Business Analyst
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Regina Gatti
Director, Recruiting
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Gazelle Summe
Director of Portfolio & Wealth Advisory
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Lashawn Chambers
Senior Wealth Advisory Client Service Associate
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Kate Doherty
Director of Portfolio and Wealth Administration
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Elise Cloutier
Portfolio & Wealth Advisory Associate
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Sarah Aurora
Wealth Advisory Client Service Senior Associate
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Megan Vellucci
Client Administration Associate
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Sophie Parker
Investment Research Associate
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Gabrielle Snow
Administrative Assistant Office Manager
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William Goldberg
Incoming Investment Research Analyst
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Madison Massaro
Portfolio & Wealth Advisory Analyst
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Leanne Picinic
Administrative Assistant
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FAQ

BBR Partners operates in the Finance industries. More details can be found on the official website: bbrpartners.com.
The headquarters of BBR Partners are located in New York, United States.
You can contact BBR Partners by phone at 212.313.9870.
BBR Partners currently employs 100-200 people.
BBR Partners's revenue is approximately 23.5M.
Well-known competitors of BBR Partners include HJ Sims, Seven Hills Partners and Soul Partners.

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