Jennifer is a Partner and Head of Business Strategy and Innovation at BBR Partners, a boutique wealth management firm with approximately $30b in AUM providing highly customized investment strategies, meticulously bespoke advice, and simplified complexity for a select group of wealthy families. Jennifer joined the firm in 2007. Her responsibilities include identifying, developing, and executing strategies that continuously enhance BBR’s superior service for our client families. Prior to leading the innovation efforts of the firm, Jennifer was a Director of Portfolio & Wealth Advisory working with clients to develop their overall financial strategy, manage their investments, and integrate their investment, tax, and estate planning into a cohesive wealth management plan. Jennifer is also a member of BBR’s Operating Committee. Previously, Jennifer was a Project Analyst at Legg Mason Capital Management, supporting the CFO and CEO on research projects and market analysis.
Jennifer received a BA in English from Duke University. She is on the New Canaan Community Foundation Development Committee, is Co-Chair of the Appeal Committee and is the former Co-Chair of the Newcomers Club of New Canaan Working Women’s group. Jennifer lives in New Canaan, CT with her husband, Ryan, and three sons. She is an avid reader, loves crossword puzzles, and has completed two half marathons.
