Liz CFP

Vice President of Portfolio and Wealth Advisory at BBR Partners - New York, New York, US

Liz CFP's Colleagues at BBR Partners
Benjamin Metzger

partner, director of portfolio and wealth advisory

Contact Benjamin Metzger

Michael Mccaffery

director of alternative investment administration

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Anne Halverson

senior executive assistant

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Denzel Saulny

Portfolio and Wealth Advisory Associate

Contact Denzel Saulny

Jamie Yang

Wealth Advisory Client Service Associate

Contact Jamie Yang

Luke Mangiameli

Fund Accounting Associate

Contact Luke Mangiameli

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Liz CFP's Contact Details
HQ
(212) 313-9870
Location
Company
BBR Partners
Liz CFP's Company Details
BBR Partners logo, BBR Partners contact details

BBR Partners

New York, New York, US • 225 Employees
Investment Bank/Securities Brokerage

BBR Partners is a boutique wealth management firm. Highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. View Important Disclosure Information: https://www.bbrpartners.com/view-important-disclosure-information/

Wealth Management Solutions Personalized Financial Advice Tailored Investment Advice Wealth Management Products Financial Advisory Boutique Wealth Management
Details about BBR Partners
Frequently Asked Questions about Liz CFP
Liz CFP currently works for BBR Partners.
Liz CFP's role at BBR Partners is Vice President of Portfolio and Wealth Advisory.
Liz CFP's email address is ***@bbrpartners.com. To view Liz CFP's full email address, please signup to ConnectPlex.
Liz CFP works in the Investment Bank/Securities Brokerage industry.
Liz CFP's colleagues at BBR Partners are Benjamin Metzger, Michael Mccaffery, Anne Halverson, Denzel Saulny, Jamie Yang, Kristie Brattin, Luke Mangiameli and others.
Liz CFP's phone number is null
See more information about Liz CFP