Steven joined BBR Partners in 2003 and is 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. Steven has considerable experience structuring tax-efficient trust and estate strategies that are fully integrated with investment plans. Steven is also a member of BBR’s Compliance and Operating Committees. Prior to joining BBR, Steven was a Relationship Manager at U.S. Trust Company of New York, where he advised high-net-worth clients in the areas of investment, trust and estate, cash flow analysis and life insuran