BBR Partners

Arts EN ↓ 2 episodes

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. Please visit www.bbrpartners.com for additional information.

Be sure to visit the podcast's website and support the creator: www.buzzsprout.com

Author

BBR Partners

Episodes

BBR In The Weeds — BBR's Investment Philosophy: 25 Years and Looking Ahead 14.04.2026 57:08

BBR Partners has been navigating markets, volatile and calm, for over 25 years. Over time, tactics have evolved, but our core principles have remained unchanged. Co-founders Brett Barth and Todd Whitenack, joined by Portfolio Strategist Rob Pierce, sit down for a candid conversation about our core principles, an ever-evolving toolkit, and the dynamic current opportunity set. This video and podcast...

BBR To-Go: A Discussion with our Co-CEOs and Co-Managing Partners, Led by Dan Roth 20.10.2025 55:47

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 app...