Presenter

Evan Roth

Director of Client Service, Founding Partner, BBR Partners

Mr. Roth is a founding partner of BBR Partners. His responsibilities include the management of client relationships and marketing strategies for the firm. Prior to BBR Partners, Mr. Roth was the Director of Private Accounts for Global Asset Management (GAM) where he focused on the development and growth of the firm’s U.S. high-net-worth business. From 1992 through 1998, Mr. Roth structured and distributed packaged products for high-net-worth clients of Goldman Sachs’ Asset Management Division. His final position at Goldman Sachs was as the national liaison between the Asset Management and Private Client Services divisions. He is a member of the Association for Investment Management and Research (AIMR) and holds the Chartered Financial Analyst (CFA) designation. Mr. Roth graduated with a concentration in Finance from the Wharton School and earned an additional degree in International Relations from the University of Pennsylvania.

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