Senior Portfolio & Wealth Advisory Leader (Hybrid)

BBR Partners Llc is a premier wealth management firm providing investment and advisory services to high-net-worth individuals and families in New York. The VP of Portfolio and Wealth Advisory leads daily client portfolio management, asset allocation, and monitoring, while coordinating with external advisors to deliver integrated wealth strategies. The role emphasizes collaboration, ethical standards, and a client-centric approach, with expansion of services and a strong emphasis on service