Ryan K. Preston
Portfolio Manager-Equities at BBR Partners LLC
Profile
Mr. Ryan K.
Preston is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He is working closely with client families to design and manage their comprehensive wealth plans including investment strategies and integrated tax and estate planning.
He has advised individuals and families since 2004 and has extensive experience developing investment solutions to address a variety of complex needs and objectives.
In addition, he leads BBR’s Philanthropy Wealth Management Team and has served as a rotating member of the BBR Investment Committee.
Previously, he was an advisor at Convergent Wealth Advisors in Washington DC and New York.
Prior to Convergent, he was a Consultant at KPMG Consulting in Washington DC.
He holds an MBA from The George Washington University with a concentration in Finance & Investments, and a BS from Mary Washington College.
He is a member of the Investment Management Consultants Association (IMCA) and holds the Certified Investment Management Analyst (CIMA) designation.
Ryan K. Preston active positions
| Companies | Position | Start |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Portfolio Manager-Equities | 2008-07-31 |
Former positions of Ryan K. Preston
| Companies | Position | End |
|---|---|---|
| KPMG Consulting, Inc. | Corporate Officer/Principal | - |
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | - |
Training of Ryan K. Preston
| George Washington University | Masters Business Admin |
| University of Mary Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
| KPMG Consulting, Inc. | Commercial Services |
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- Ryan K. Preston
