

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
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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