Steve Pressman
Gestore di Portafoglio-Azioni presso BBR Partners LLC
Profilo
Mr. Steven D.
Pressman, CPA, is a Partner, Co-Head of Portfolio & Wealth Advisory at BBR Partners LLC.
He joined BBR Partners in 2010 and 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.
He has extensive experience developing plans for families with complex financial structures, including those with concentrated stock positions and private businesses.
He oversees BBR’s Quality Management Committee.
Prior to joining BBR, he was a Managing Director at Fleming, Perry & Cox, a boutique financial planning and wealth management firm where he advised high-net-worth clients in the areas of investments, cash flow management, retirement planning and estate planning strategies.
Prior to Fleming, Perry & Cox, he was a Management Committee Advisor at Bridgewater Associates, a large institutional hedge fund manager.
Prior to Bridgewater, he was Chief Financial Officer of his family’s marine distribution business, and he led the sale of that business to a Fortune 500 company in 2005.
Earlier in his career, he practiced securities law at Simpson, Thacher & Bartlett and worked as an accountant for Arthur Andersen.
He holds a JD from the Columbia University School of Law and a BS in Economics cum laude from the Wharton School of the University of Pennsylvania.
He is a Certified Public Accountant and a Certified Financial Planner.
He is a member of the Estate Planning Council of Lower Fairfield County.
Posizioni attive di Steve Pressman
| 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 | 01/08/2010 |
Precedenti posizioni note di Steve Pressman
| Società | Posizione | Fine |
|---|---|---|
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Simpson Thacher & Bartlett LLP
 Simpson Thacher & Bartlett LLP Miscellaneous Commercial ServicesCommercial Services Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Bridgewater Associates LP
 Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Corporate Officer/Principal | - |
Formazione di Steve Pressman
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| The Wharton School of the University of Pennsylvania | 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 | 4 |
|---|---|
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 |
Bridgewater Associates LP
Bridgewater Associates LP Investment ManagersFinance Bridgewater Associates LP (Bridgewater) is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Westport, Connecticut. The firm was founded by Ray Dalio in 1975. They are a subsidiary of Bridgewater Associates Intermediate Holdings LP, which is owned by Bridgewater Associates Holdings, Inc. Bridgewater provides discretionary investment management services to pooled investment vehicles and single investor funds, and managed account clients. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
Simpson Thacher & Bartlett LLP
Simpson Thacher & Bartlett LLP Miscellaneous Commercial ServicesCommercial Services Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY. | Commercial Services |
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