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BBR Partners

BBR Partners

Written by: BBR Partners
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We are a boutique wealth management firm offering highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families.

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Episodes
  • BBR To-Go: A Discussion with our Co-CEOs and Co-Managing Partners, Led by Dan Roth

    BBR To-Go: A Discussion with our Co-CEOs and Co-Managing Partners, Led by Dan Roth
    Oct 20 2025

    We are thrilled to share a special 25th Anniversary edition of BBR-To-Go featuring Co-CEOs Brett Barth and Evan Roth and Co-Managing Partners Stephanie Gromek and Todd Whitenack, moderated by LinkedIn Editor-in-Chief Dan Roth.

    The conversation reflects on BBR's 25-year journey of growth, our vision for the future, perspectives on remaining independent, our intentional culture, and bespoke approach to serving clients. Dan draws out both personal insights and team milestones that have defined the firm’s success.

    We hope you enjoy this anniversary conversation.

    Learn more at bbrpartners.com

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    56 mins
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