Partners
20- Benjamin Metzgercontact ✓Partner, Director of Portfolio & Wealth Advisory
- Brandon Pickcontact ✓Partner & Director of Investment Research
- Brett Barthcontact ✓Co-Founder & Co-Chief Executive Officer of Investment Research
- Evan Rothcontact ✓Co-Founder & Co-Chief Executive Officer of Investment Research
- Jennifer Raycontact ✓Partner and Head of Business Strategy & Innovation Portfolio & Wealth Advisory, New York
- Justin Molinarocontact ✓Partner & Director of Investment Research
- Justin Petersoncontact ✓Partner, Director of Portfolio & Wealth Advisory and Head of BBR, Austin
- Kevin Widmaiercontact ✓Partner & Head of Portfolio Management
- Liz Cillocontact ✓Partner & Director of Portfolio & Wealth Advisory
- Marc Koslowskycontact ✓Partner & Head of Investment Research I
- Michael Goldbergcontact ✓Partner & Director, Portfolio & Wealth Advisory
- Robert Piercecontact ✓Director and Portfolio Strategist, Investment Research
- Sarah Norriscontact ✓Partner & Director of Portfolio & Wealth Advisory and Head of BBR Midwest
- Scott Ehrlichcontact ✓Partner & Chief Technology Officer, Operations
- Sean Pezzacontact ✓Director of Portfolio & Wealth Advisory
- Sophie Holtcontact ✓Director of Investment Research
- Stacy Hendlercontact ✓Director of Portfolio & Wealth Advisory
- Stephen Caincontact ✓Director of Portfolio & Wealth Advisory
- Stephanie Gromekcontact ✓Co-Managing Partner & Director of Portfolio & Wealth Advisory
- Eleonore Lund-Simoncontact ✓Venture Partner
Investment team
26- Anca Montuschicontact ✓Director of Portfolio & Wealth Administration, Portfolio & Wealth Advisory
- Ari Shalitcontact ✓Vice President of Portfolio & Wealth Advisory
- Bradley Bernardcontact ✓Director of Portfolio & Wealth Advisory
- Connor Gunsaluscontact ✓Vice President of Investment Research
- Deanna Deutschmancontact ✓Director of Portfolio & Wealth Advisory - Chicago
- Dylan Stroudcontact ✓Vice President of Portfolio & Wealth Advisory
- Emily Hilescontact ✓Vice President of Investment Research
- Gallagher Gregorycontact ✓Vice President of Portfolio & Wealth Advisory
- Henry Laviericontact ✓Vice President of Portfolio & Wealth Advisory
- Jordan Karencontact ✓Director of Portfolio & Wealth Advisory
- Julia Panchotcontact ✓Director of Portfolio & Wealth Advisory Portfolio & Wealth Advisory
- Justine Roccocontact ✓Director of Portfolio & Wealth Administration, Portfolio & Wealth Advisory
- Kate Dohertycontact ✓Director of Portfolio & Wealth Administration
- Kevin Mahoncontact ✓Director of Portfolio & Wealth Advisory
- Margaret MacCowattcontact ✓Vice President of Portfolio & Wealth Advisory
- Matthew Hermancontact ✓Vice President of Portfolio & Wealth Advisory
- Melody Clancycontact ✓Vice President of Portfolio & Wealth Administration, Portfolio & Wealth Advisory
- Michael Darosacontact ✓Director of Portfolio & Wealth Advisory
- Michael Wolsoncontact ✓Director of Portfolio & Wealth Advisory
- Nicholas Squirescontact ✓Director of Investment Research
- Nicole Ciolficontact ✓Vice President of Portfolio & Wealth Administration, Portfolio & Wealth Advisory
- Nikita Mutalikcontact ✓Vice President of Portfolio & Wealth Advisory
- Patrick McHalecontact ✓Vice President of Portfolio & Wealth Advisory
- Michael Ansoncontact ✓Administrative Assistant
- Misha Barbourcontact ✓Admin assistant to Brett Barth
- contact ✓
Board & advisors
4- Stephen Colodnycontact ✓Vice President of Portfolio & Wealth Advisory, Portfolio and Wealth Advisory
- Yan Wangcontact ✓Vice President of Portfolio & Wealth Administration, Portfolio and Wealth Advisory
- David Choycontact ✓Vice President of Alternative Investment Administration and Accounting, Operations
- John J. Hughescontact ✓Portfolio Manager
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