On this episode, we have an insightful and entertaining 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; and
  • As a native Kentuckian, Evan’s favorite bourbon

BBR Partners’ website can be found by clicking here.

Evan’s podcast, Breaking the Mold, can be found by clicking here.