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Ryan K. Preston
Gestore di Portafoglio-Azioni presso BBR Partners LLC
Profilo
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.
Posizioni attive di Ryan K. Preston
Società | Posizione | Inizio |
---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/08/2008 |
Precedenti posizioni note di Ryan K. Preston
Società | Posizione | Fine |
---|---|---|
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 | - |
Formazione di Ryan K. Preston
George Washington University | Masters Business Admin |
University of Mary Washington | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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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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