Profile
Ms. Jennifer N.
Ray is a Partner, Head of Business Strategy & Innovation at BBR Partners LLC.
Her responsibilities include 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.
She joined the firm in 2007.
Prior to BBR, she was a Project Analyst at Legg Mason Capital Management, supporting the CFO and CEO on research projects and market analysis.
She received a BA in English from Duke University.
Jennifer Nelson Ray active positions
| Companies | Position | Start |
|---|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets to produce consistent risk-adjusted returns appropriate for a client’s specific objectives and risk/return profile. The firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s). | Portfolio Manager-Equities | 2007-06-30 |
Training of Jennifer Nelson Ray
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| Private companies | 2 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners uses an array of investment strategies and managers to create a diversified portfolio of assets to produce consistent risk-adjusted returns appropriate for a client’s specific objectives and risk/return profile. The firm allocates client investment assets primarily among various equity and fixed income separate accounts managed by third-party investment managers, mutual funds, exchange-traded funds, exchange-traded notes, private investment funds, and the BBR Funds on a discretionary and non-discretionary basis in accordance with the client’s designated investment objective(s). | Finance |
Duke University
Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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