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Jennifer Nelson Ray

Partner, Head Of Innovation & Director of Portfolio & Wealth Advisory

BBR Partners LLC

United States, New York, New York

About Me

Jennifer joined BBR Partners in 2007 and is Head of Innovation. Jennifer’s responsibilities include working closely with the Managing Partners to identify, develop, and execute 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 and Innovation Committees. Previously, Jennifer was a Project Analyst at Legg Mason Capital Manag
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Profile Information

Partner, Head Of Innovation & Director of Portfolio & Wealth Advisory

BBR Partners LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

New York

New York

United States

May 16, 2024

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