Evan Roth Returns to Louisville to Celebrate Firm's 10th Anniversary

LOUISVILLE (November 16, 2010)

BBR Partners, a pioneer in the wealth management industry known for its high level of client service and insightful manager selection, is celebrating its 10th anniversary this year. The New York-based multi-family office is hosting an investment and wealth management forum for its many Kentucky clients and close friends on November 19th at 21c Museum Hotel. A number of BBR’s founding families are Kentuckians involved in the state’s major industries and civic endeavors. “Our clients in Kentucky have made a significant impact on BBR over the last 10 years, and it is a privilege to be to come back to my hometown and thank these families personally for their trust and loyalty,” says co-founder Evan Roth.

The event will kick off with a client-only round table led by Gregory Rogers, founder of RayLign Advisory, focusing on the unique dynamics of and challenges faced by wealthy families. This will be followed by a discussion led by Brett Barth, one of Roth’s co-founders and head of the Investment Management team. Dr. Nat Irvin, II, the W.M. Strickler Executive-in-Residence and a professor of management at the University of Louisville, will end the day as the keynote speaker. Dr. Irvin is an author, innovator, futurist, teacher and commentator who is involved in examining social trends and their impact on communities. The day will conclude with a cocktail reception to celebrate BBR’s 10 years of dedication and exceptional service to wealthy families.

BBR was founded in February 2000 by three-ex Goldman Sachs executives, Brett Barth, Arthur Black and Evan Roth, in order to better serve high net worth families by providing independent investment advice. “In 2000, the idea of providing independent, holistic and sophisticated investment services to families was a novel concept, but clients recognized the benefits of this model,” says Barth. Over the course of 10 years, the firm has grown to 55 employees managing over $5 billion for 70 families. All of BBR’s founders are active at the firm, managing client relationships and overseeing managers. “While BBR has grown significantly over the last decade, we are extremely selective about new client engagements in order to maintain thoughtful, disciplined growth. We pride ourselves on the continuity of exceptional service and long-lasting relationships with clients,” explains Roth.

 

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 cutting edge 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 services families with a minimum of $20 million in investable assets.