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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BBR Partners | Investment Research Analyst | Jun 2025 to Present | — |
| TriPost Capital Partners, LLC | Summer 2024 Real Estate Private Equity Intern | Jun 2024 to Aug 2024 | — |
| Stifel Financial Corp. | Stifel Public Finance Intern | Sep 2023 to Jan 2024 | — |
| UBS | Liberty Trail Wealth Management Intern | Jun 2023 to Aug 2023 | Summer Intern |
| ShopRite | ShopRite From Home employee | Dec 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 Clinics | Owner | Jul 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)
| 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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| Associate - Resi Trading | Waterfall Asset Management, LLC | New York, NY , United States | |
A Arjuna Lal | Analyst | Waterfall Asset Management, LLC | New York, NY , United States |