Steve joined BBR Partners in 2010 and is Co-Head of the Portfolio & Wealth Advisory team, responsible for delivering an unparalleled level of service to BBR’s clients. Steve has extensive experience developing wealth management plans for families with complex financial and estate structures. Steve is a member of both BBR’s Operating Committee and BBR’s Investment Committee. Previously, Steve was a Managing Director at Fleming, Perry & Cox, a boutique financial planning and wealth management firm where he advised high-net-worth clients in the areas of investments, cash flow management, retirement planning and estate planning strategies. Before that, he was a Management Committee Ad