People - Evan M. Roth

Evan
M.
Roth
Managing Partner, Director of Portfolio & Wealth Advisory

Evan co-founded BBR Partners in 2000 and is a Managing Partner, co-managing the firm, and working with clients to develop an overall financial strategy, manage their investments, and execute their wealth management plans. Evan’s focus is on working with multigenerational families and individuals who have newly-created wealth to define and translate their values into a comprehensive, sophisticated investment program. He is also a member of BBR’s Executive and Investment Committees.

Prior to founding BBR, Evan served as the Director of Private Accounts for Global Asset Management (GAM), where he developed and grew the firm’s U.S. high-net-worth business and developed sophisticated investment strategies for his clients. Prior to GAM, Evan was in Goldman Sachs’ Asset Management Division.

Evan graduated with a concentration in Finance from the Wharton School and holds an additional degree in International Relations from the University of Pennsylvania. He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.

Evan is the Treasurer and a member of the Executive Committee of both the Gotham chapter and the Northeast Region of the Young Presidents Organization (YPO).  He is the Development Chair and a member of the Executive Committee of the Jewish Community Project (JCP) in downtown Manhattan. He is a Life Trustee of The Kentuckians of New York and is actively involved with the Mary Byron Foundation and Bancroft NeuroHealth. Evan is a co-host of the business podcast “Breaking the Mold”, where he interviews entrepreneurs and executives who have found success through non-traditional paths.

Evan resides in New York City’s Tribeca neighborhood with his wife and three children. He is an avid triathlete and Ironman and, true to his Kentucky roots, enjoys bourbon, horse racing and University of Louisville basketball.