Susan Sofronas

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).

Geller Advisors aims to preserve and grow their clients’ wealth through customized portfolio solutions and access to proprietary investment vehicles, traditional and alternative investment opportunities. Their client portfolios are overseen by a team led by the Chief Investment Officer (CIO). The CIO generally sets the investment strategy and oversees the research process using a broad spectrum of information. Investment allocations are implemented using both passive and active managers.

Provides technology chemical products and technical services

Provides brokerage services

Functions as a College/University

Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology.

Operates non-profit organizations which provides essential resources that helps directors strength board leadership