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Episode 6: Interview with Evan Roth of BBR Partners, Ranked #6 Independent Advisory Firm by Barron's

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Manage episode 165984649 series 1259032
Content provided by RIAcast LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RIAcast LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode, we have an entertaining and insightful chat with Evan Roth, co-founder and co-Managing Partner of BBR Partners. In August of this year, Barron's ranked BBR Partners as the #6 Independent Advisory Firm. BBR Partners currently serves more than 120 clients and over $11.5 billion in assets under management.

Among other topics, Evan and Matt discuss: The idea behind starting BBR Partners * How BBR grew to its large size * BBR as a Manager of Managers * Evan’s favorite aspect of advising clients * His podcast, Breaking the Mold * As a native Kentuckian, Evan's favorite bourbon.

  continue reading

19 episodes

Artwork
iconShare
 
Manage episode 165984649 series 1259032
Content provided by RIAcast LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RIAcast LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

On this episode, we have an entertaining and insightful chat with Evan Roth, co-founder and co-Managing Partner of BBR Partners. In August of this year, Barron's ranked BBR Partners as the #6 Independent Advisory Firm. BBR Partners currently serves more than 120 clients and over $11.5 billion in assets under management.

Among other topics, Evan and Matt discuss: The idea behind starting BBR Partners * How BBR grew to its large size * BBR as a Manager of Managers * Evan’s favorite aspect of advising clients * His podcast, Breaking the Mold * As a native Kentuckian, Evan's favorite bourbon.

  continue reading

19 episodes

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