Evan Roth
Evan Roth is the Co-Founder and Co-CEO of BBR Partners, a boutique wealth management firm. He is focused in establishing and executing the tone, culture, and management structure of the firm along with setting and achieving BBR’s short and long-term goals. Prior to founding BBR, Roth served as the Director of Private Accounts for Global Asset Management, where he developed and grew the firm’s U.S. high-net-worth business and developed sophisticated investment strategies for his clients. Before that, he was in Goldman Sachs’ Asset Management Division.
Evan Roth Professional Experience / Academic History
Professional Experience
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Co-Founder and Co-CEO
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Director of Private Accounts
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Associate
Academic History
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B.S., B.A., Finance and International Relations
Roth co-founded BBR Partners in 2000 and currently serves as the firm's Co-CEO.
He is also a member of BBR’s Executive Committee and Investment Committee.
His 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.
Prior to his current role, he served as the firm's Managing Partner, responsible for co-managing the firm.
He also worked with clients to develop an overall financial strategy, manage their investments, and execute their wealth management plans.
CURRENT AFFILIATIONS
Trustee, The Packer Collegiate Institute
Board President, Atalanta NYC
Member, Young Presidents Organization, Gotham
Member, Jewish Community Project
Board Member, University of Pennsylvania’s School of Social Policy and Practice
MEDIA & PUBLICATIONS