Profiel
Mr. Evan M.
Roth, CFA, is a Managing Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He is co-managing the firm, working with clients to develop an overall financial strategy, manage their investments, and execute their wealth management plans.
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.
He is also a member of BBR’s Executive Committee and Investment Committee.
Prior to founding BBR, he served as the Director of Private Accounts for Global Asset Management (GAM), where he developed and grew the firm’s U.S.
high-net-worth business and developed sophisticated investment strategies for his clients.
Prior to GAM, he was in Goldman Sachs’ Asset Management Division.
He graduated with a concentration in Finance from the Wharton School and holds an additional degree in International Relations from the University of Pennsylvania.
He is a member of the CFA Institute.
Actieve functies van Evan Michael Roth
| Bedrijven | Functie | Begin |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Oprichter | 01-02-2000 |
Eerdere bekende functies van Evan Michael Roth
| Bedrijven | Functie | Einde |
|---|---|---|
Global Asset Management
 Global Asset Management Financial ConglomeratesFinance Part of Energy Standard Fund Ltd., Global Asset Management provides financial services. The company is based in Kiev, Ukraine. Global Asset Management was acquired by Energy Standard Fund Ltd. on February 12, 2010. | Directeur/Bestuurslid | 31-12-1999 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Opleiding van Evan Michael Roth
| University of Pennsylvania | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Ervaring
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Global Asset Management
Global Asset Management Financial ConglomeratesFinance Part of Energy Standard Fund Ltd., Global Asset Management provides financial services. The company is based in Kiev, Ukraine. Global Asset Management was acquired by Energy Standard Fund Ltd. on February 12, 2010. | Finance |
