“Since BBR’s founding we have partnered with families throughout the Midwest and look forward to continuing to provide an extraordinarily high level of service to those families through this new location."
Chicago, Illinois (PRWEB) December 01, 2016
BBR Partners, a New York-based wealth management firm formally announced the expansion of the firm with the opening of a third office in Chicago, Illinois. Sarah Norris, a recent hire from JP Morgan & Co., heads the new location as the firm’s newest Director of Portfolio & Wealth Advisory.
Sarah joined BBR in 2015 after spending over 20 years as Executive Director at JP Morgan Private Bank. In that role she worked with wealthy families, individuals and single family offices creating solutions for their complex financial needs. Earlier in her career at JP Morgan, Sarah was selected as a First Chicago First Scholar where she rotated through various departments at the bank, while simultaneously working towards her MBA at the Kellogg School of Management at Northwestern University. Sarah earned her BA from Brown University with a concentration in International Relations.
Deanna Deutschman relocated from the New York office to join Sarah in Chicago. Deanna, a graduate of Northwestern University, joined BBR Partners in 2009 and is a Vice President of Portfolio and Wealth Advisory.
“Since BBR’s founding we have partnered with families throughout the Midwest and look forward to continuing to provide an extraordinarily high level of service to those families through this new location. Additionally, Sarah’s wealth management expertise and her deep roots within the region will be essential as we develop new family relationships in the area.” said Evan Roth, a Louisville, KY native, co-Founder and Managing Partner of BBR Partners.
About BBR Partners:
BBR Partners (“BBR”) is a boutique wealth management firm providing investment advice and financial solutions to a select group of families who embrace an independent approach to managing their wealth. BBR was founded in 2000 and services families with a minimum of $20 million in investable assets. As of September 30, 2016 BBR had 99 employees managing over $11.5 billion for more than 120 families. BBR’s core service is investment management, which is distinguished by a sophisticated approach to asset allocation and manager due diligence. Our team partners with clients to design and implement customized investment programs that are specifically tailored to each family member’s unique objectives and circumstances. Our holistic approach integrates all aspects of a client’s financial life including tax optimization, trust & estate planning, cross-generational education and governance, pre-sale business planning, philanthropic strategies, and other financial endeavors.
To learn more, please visit http://www.bbrpartners.com.
Important Disclosure Information
BBR Partners, LLC (“BBR”) is an SEC registered investment adviser with offices in New York, San Francisco and Chicago. A copy of BBR's current Brochure discussing the scope of its services and fees is available upon request.
This is not intended to be an advertisement and shall be used for informational purposes only. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by BBR Partners, LLC (“BBR”) or any unaffiliated manager BBR may utilize and/or recommend) will be profitable or equal any corresponding indicated performance level(s), or be suitable for your portfolio. We conduct manager due diligence processes which address qualitative, quantitative and operational issues. We assess each manager according to its specific investment strategies, its stated return objectives, expected volatility and associated risks. The type of due diligence we perform on a manager varies according to investment type and size. Manager meetings may be held in person, as well as held telephonically through a conference call. We will not have control over the day-to-day operations of any of the managers that we select. Please note that it should not be assumed that BBR’s access to managers will ensure or result in any specific level of performance. BBR is neither a law firm nor a certified public accounting firm and our representatives are not attorneys, accountants or licensed insurance agents.
A copy of BBR’s current written disclosure statement discussing advisory services and fees shall remain available for review upon request.