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Robert Holmes

Robert Holmes

Investment Research Analyst at BBR Partners, LLC

Villanova, PA , United States

About

Robert Holmes is an Investment Research Analyst at BBR Partners, based in Villanova, PA, where he specializes in conducting in-depth research and analysis to support portfolio management decisions for wealthy families and institutional clients. His key responsibilities include evaluating investment opportunities across multiple asset classes and crafting investment strategies tailored to the firm’s clients’ goals.

Holmes focuses primarily on private equity, real estate, and public finance sectors, leveraging his recent industry experience and academic background to assess trends and identify promising investments. His expertise spans real estate investment, alternative assets, and public finance, drawing from prior internship roles at TriPost Capital Partners, LLC (real estate private equity) and Stifel Financial Corp. (public finance).

He holds a Bachelor of Business Administration in Finance and Real Estate from the Villanova School of Business, which underpins his analytical approach and sector specialization. Holmes has contributed to high-profile investment projects and supports client advisory efforts by integrating sector analysis and best-in-class research practices.

Career History

OrganizationRoleDate RangeDetails
BBR PartnersInvestment Research AnalystJun 2025 to Present
TriPost Capital Partners, LLCSummer 2024 Real Estate Private Equity InternJun 2024 to Aug 2024
Stifel Financial Corp.Stifel Public Finance InternSep 2023 to Jan 2024
UBSLiberty Trail Wealth Management InternJun 2023 to Aug 2023
Summer Intern
ShopRiteShopRite From Home employeeDec 2021 to Aug 2022
Located grocery items for online pickup customers throughout the store and loaded groceries into delivery vans. Cut and packaged produce items, along with stocking produce in the store. Answering any ...
Robby’s Basketball and Lacrosse ClinicsOwnerJul 2018 to Jul 2021
Developed summer basketball and lacrosse skills and drills clinics for boys ages 10-12 with groups of 10-15 players; Met twice a week for 3 weeks at local parks. Donated 2020 proceeds to Front –Line A...

Education

Villanova School of Business

Bachelor of Business Administration - BBA, Finance and Real Estate

2021 2025

Others at BBR Partners, LLC (16)

NameRoleLocation
Emily Hiles
Emily Hiles
Vice President of Investment ResearchNew York, NY , United States
Marc Koslowsky
Marc Koslowsky
Partner, Head of Investment ResearchWestfield, NJ , United States
Nick Squires
Nick Squires
PartnerNew York, NY , United States
Sophie Holt
Sophie Holt
Senior Investment Research AssociateNew York, NY , United States
Stephen McKenna
Stephen McKenna
Senior AssociateNew York, NY , United States
Bridget Ryan
Bridget Ryan
Vice President of TradingNew York, NY , United States
Collin Smothers
Collin Smothers
AssociateChicago, IL , United States
C
Connor Gunsalus
Vice President of Investment ResearchUnited States
Daniel Reardon
Daniel Reardon
Trading Senior AssociateUnited States
Ethan Watts
Ethan Watts
AssociateChicago, IL , United States
Showing 1-10 of 16 team members

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