Evan M. Roth

Co-Founder at BBR Partners LLC

Evan M. Roth

Evan M. Roth

Co-Founder at BBR Partners LLC

Overview
Career Highlights

BBR Partners LLC

RelSci Relationships

102

Number of Boards

4

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Evan M. Roth likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at BBR Partners LLC

Relationship likelihood: Strong

Partner, Chief Operating Officer at BBR Partners LLC

Relationship likelihood: Strong

Co-Founder at BBR Partners LLC

Relationship likelihood: Strong

Partner, Chief Administrative Officer & Chief Compliance Officer at BBR Partners LLC

Relationship likelihood: Strong

Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC

Relationship likelihood: Strong

Partner, Head of Investment Research at BBR Partners LLC

Relationship likelihood: Strong

Co-Managing Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC

Relationship likelihood: Strong

Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC

Relationship likelihood: Strong

Partner & Director of Investment Research at BBR Partners LLC

Relationship likelihood: Strong

Co-Managing Partner & Director of Investment Research at BBR Partners LLC

Relationship likelihood: Strong

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Evan M. Roth
Co-Founder at BBR Partners LLC
Education
Graduate with a Concentration in Finance

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

International Relations

The University of Pennsylvania (commonly referred to as Penn or UPenn) is a private, Ivy League university, located in Philadelphia, Pennsylvania, United States. Penn considers itself the fourth-oldest institution of higher education in the United States, as well as the first university in the United States with both undergraduate and graduate studies.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

Bancroft Neurohealth provides health care services. The company was founded in 1883 and is headquartered in Cherry Hill, NJ.

Member
Current

The Young Presidents’ Organization (YPO) is a global network of young chief executives. With approximately 18,000 members in more than 100 countries, YPO and its graduate organization, WPO (World Presidents’ Organization) share a founding mission: Better Leaders Through Education and Idea Exchange.[1] Furthermore, the YPO promotes annual high-level meetings such as the WEF and Horasis.

Career History
Co-Founder
2000 - Current

BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets in an attempt to produce consistent risk adjusted returns appropriate for a client’s specific objectives and risk/return profile. Currently, the firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s).

Executive Officer
Current
Professional
Current
Boards & Committees
Member, Investment Committee
2000 - Current

BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets in an attempt to produce consistent risk adjusted returns appropriate for a client’s specific objectives and risk/return profile. Currently, the firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s).

Director
Prior - 1999

Global Asset Management is an Ukrainian company located in Kiev. The firm provides financial services. Energy Standard Fund Ltd. acquired Global Asset Management on 12 Feb 10.

Political Donations
$500
2011

Treasurer at Government of Ohio

$1,000
2008

Former President of United States

$500
2008

Representative from Kentucky's 3rd Congressional District

Transactions
Details Hidden

BBR Private Investment Fund Series G LP raised money in a private placement transaction

Details Hidden

BBR Active Equity-Long Only (QP) LP raised money in a private placement transaction

Details Hidden

BBR Equity Long/Short Ltd. raised money in a private placement transaction

Awards & Honors
CFA (Chartered Financial Analyst)
Events
Speaker
Tiger 21 Group Meetings

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