BBR Partners, LLC

Michael Goldberg is a financial advisor at BBR Partners, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. Goldberg has been with BBR Partners since 2003. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on manager-of-managers strategies that include strategic asset allocation and third-party manager selection. The firm employs qualitative, quantitative, and operational due diligence and sponsors affiliated investment vehicles, managing approximately $31.2 billion as of December 2024.

Matthew Cornfield is a financial advisor at BBR Partners, LLC in New York, NY, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining BBR Partners in 2025, he worked at AllianceBernstein and Cary Street Partners. He attended Wake Forest University from 2019 to 2023. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on strategic asset allocation and manager selection. The firm integrates traditional and alternative strategies through qualitative and quantitative due diligence and sponsors affiliated investment vehicles, managing approximately $31.2 billion as of December 2024.

Patrick Mc Hale is a Series 65-licensed financial advisor at BBR Partners, LLC with five years of industry experience. His prior roles include positions at Connecticut Wealth Management and Pratt & Whitney Aerospace Company. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, specializing in manager-of-managers strategies that combine traditional and alternative investments. The firm employs qualitative, quantitative, and operational due diligence in selecting and monitoring third-party managers, and manages approximately $31.2 billion as of the end of 2024.

Madison Gilbreth is a financial advisor at BBR Partners, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Willis Towers Watson. Madison has also been involved with Violet Hour & Spirits Co., reflecting experience outside the financial sector. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on strategic asset allocation and manager selection. The firm uses a combination of traditional and alternative strategies and sponsors affiliated investment vehicles, managing approximately $31.2 billion as of year-end 2024.

Dylan Stroud is a CFP® professional at BBR Partners, LLC with four years of industry experience. He previously worked at Simon Quick Advisors, LLC and Piper Sandler Companies. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on manager-of-managers strategies that combine traditional and alternative managers. The firm utilizes qualitative, quantitative, and operational due diligence in manager selection and oversight, and manages approximately $31.2 billion across 186 client families.

Connor Gunsalus is a CFA® charterholder affiliated with BBR Partners, LLC. He has been with BBR Partners since 2021 and has prior experience at Sands Capital, Zyla Life Sciences, Wake Forest University, and Episcopal Academy. BBR Partners, LLC provides investment and wealth management services primarily to wealthy families and individuals. The firm serves as a manager of managers, focusing on strategic asset allocation, third-party manager selection and oversight, and offers access to a range of traditional and alternative investment strategies.

Max Scher is a CFP® with six years of industry experience, currently serving as a financial advisor at BBR Partners, LLC. His prior experience includes roles at Wells Fargo Clearing, Stifel Nicolaus, and Rosenblatt Securities. BBR Partners, LLC is a registered investment adviser that provides investment and wealth management services to wealthy families and individuals. The firm acts as a manager of managers, developing strategic asset allocations, selecting and monitoring third-party managers, and offering comprehensive reporting that includes client assets not directly managed by the firm.

Ryan Preston is a financial advisor at BBR Partners, LLC, holding a Series 65 designation with eight years of industry experience. He has been with BBR Partners since 2008. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on strategic asset allocation and manager selection. The firm combines traditional and alternative investment strategies and sponsors affiliated investment vehicles, managing approximately $31.2 billion as of the end of 2024.

Todd Whitenack is a financial advisor at BBR Partners, LLC with four years of industry experience. He holds the Series 63 designation and has been with BBR Partners since 2000. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, acting as a manager of managers by developing strategic asset allocations and selecting third-party managers. The firm employs a mix of traditional and alternative strategies, sponsors affiliated investment vehicles, and is registered with the Commodity Futures Trading Commission as a commodity trading adviser and commodity pool operator.

Michael Anson is a financial advisor at BBR Partners, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has been with BBR Partners since 2000. BBR Partners is a registered investment adviser serving wealthy families and individuals by providing investment and wealth management services. The firm acts as a manager of managers, employing qualitative, quantitative, and operational due diligence to select and monitor third-party managers across traditional and alternative strategies.

Justin Molinaro is a CFA® charterholder with five years of industry experience. He has been with BBR Partners, LLC since 2016, including its predecessor entity, and worked previously at Simon Quick Advisors LLC. BBR Partners, LLC is a registered investment adviser that provides investment and wealth management services to wealthy families and individuals. The firm acts as a manager of managers, developing strategic asset allocations, selecting and monitoring third-party managers, and offering comprehensive reporting that can include assets not directly managed by BBR.

Gazelle Summe is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BBR Partners, LLC since 2021. Prior to joining BBR Partners, she worked at Bessemer Trust for six years. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on manager-of-managers strategies that combine traditional and alternative investments. The firm employs qualitative, quantitative, and operational due diligence in selecting third-party managers and sponsors affiliated investment vehicles, including a 1940 Act-registered closed-end fund.

Jordan Karen is a financial advisor at BBR Partners, LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at National Debt Relief, Josephson LLC (d/b/a The Moinian Group), and Morgan Stanley. BBR Partners, LLC provides investment and wealth management services primarily to wealthy families and individuals, focusing on strategic asset allocation and manager selection. The firm uses a combination of qualitative, quantitative, and operational due diligence to allocate client assets across traditional and alternative strategies and sponsors affiliated investment vehicles to access specialized opportunities.

Daniel Trocchia is a financial advisor at BBR Partners, LLC with four years of industry experience. He holds a Series 65 designation and has worked at BBR Partners since 2021. His prior roles include positions at Brown Advisory, Kessler-Ellis Products, Oceanic Capital Management, and other firms. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, specializing in manager-of-managers strategies that combine traditional and alternative investments. The firm uses qualitative, quantitative, and operational due diligence to select and monitor third-party managers and sponsors affiliated investment vehicles, including a registered closed-end fund.

Sophie Holt is a financial advisor at BBR Partners, LLC with three years of industry experience. She holds a Series 65 designation and has been with BBR Partners since 2018, with prior experience at K2 Advisors and the University of Virginia. BBR Partners, LLC provides investment and wealth management services to wealthy families and individuals, focusing on strategic asset allocation and manager selection. The firm employs both traditional and alternative strategies, sponsors affiliated investment vehicles, and manages approximately $31.2 billion as of December 31, 2024.