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About
Richard Newman is a Senior Associate at BBR Partners in New York City, specializing in private wealth management for high-net-worth individuals and families. His core responsibilities include advising clients on diversified investment strategies, portfolio construction, and asset allocation tailored to individual client objectives within the multifamily office platform. Richard is known for overseeing asset allocations across public equities, fixed income, alternatives, and private investments, with a focus on holistically integrating private market opportunities into client portfolios.
Before joining BBR Partners in 2020, Richard served as Vice President of Investments at Siebert Financial, where he provided investment counsel and managed multi-asset portfolios for institutional and private clients. His expertise spans traditional and alternative asset classes, including direct investments, public markets, and alternative vehicles, with significant experience navigating complex family office needs and risk management.
Richard holds a Master of Science in International Relations and Affairs and a Bachelor of Science in Criminology from Florida State University. His academic background complements his analytical approach to global market trends, governance, and risk. Richard is recognized for his rigorous due diligence, client-centric solutions, and contributions to expanding multi-family office advisory capabilities in the alternative investments and private markets sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BBR Partners | Senior Associate | Oct 2020 to Present | — |
| Siebert Financial | Vice President Investments | Jul 2017 to Oct 2020 | — |
Education
Florida State University
Master of Science (M.S.), International Relations and Affairs
2015 — 2016
Florida State University
Bachelor of Science (B.S.), Criminology
2011 — 2015
Others at BBR Partners, LLC (16)
| Name | Role | Location |
|---|---|---|
| Vice President of Investment Research | New York, NY , United States | |
| Partner, Head of Investment Research | Westfield, NJ , United States | |
| Partner | New York, NY , United States | |
| Senior Investment Research Associate | New York, NY , United States | |
| Senior Associate | New York, NY , United States | |
| Vice President of Trading | New York, NY , United States | |
| Associate | Chicago, IL , United States | |
C Connor Gunsalus | Vice President of Investment Research | United States |
| Trading Senior Associate | United States | |
| Associate | Chicago, IL , United States |
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