BBR Partners Announces New Chief Operating Officer

NEW YORK (June 13, 2013)

BBR Partners, a wealth management firm based in New York and San Francisco, announced today the hiring of Barry M. Klayman as the firm’s Chief Operating Officer and newest Partner.

Mr. Klayman was previously a founding member of Asset Management Finance, LLC, a Credit Suisse affiliate. As BBR’s Chief Operating Officer he will coordinate all operational efforts to ensure efficient, secure and effective internal processes. Additionally, he will assist in formulating the strategic direction of the firm. “Barry will be an excellent addition to our firm. He has extensive experience in developing and executing operational process improvements, which will allow BBR to continue providing a high level of service to our clients,” said Evan Roth, Managing Partner of BBR Partners, who co-founded the firm in 2000.  

About BBR Partners:

BBR Partners is a boutique wealth management firm providing investment advice and financial solutions to a select group of wealthy families. BBR’s core service is investment management, which is distinguished by a sophisticated approach to asset allocation and intensive manager due diligence. BBR Partners integrates tax and trust and estate planning, which is key to ensuring the success of their clients’ investment strategies and the enhancement of wealth transfer goals. BBR serves over 90 families with over $6.5 billion in assets under management. BBR has grown organically and steadily without any external mergers or acquisitions, and the entrepreneurial spirit remains at the core of our culture. BBR Partners currently has over 70 employees in the areas of Portfolio & Wealth Advisory, Investment Research, Client Administration and Business Administration. BBR services families with a minimum of $20 million in investable assets.