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Sophie Holt

Sophie Holt

Senior Investment Research Associate at BBR Partners, LLC

New York, NY , United States

About

Sophie Holt is Vice President of Investment Research at BBR Partners in New York, where she is responsible for sourcing new investments and conducting research across all major asset classes. She joined BBR Partners in 2019 and plays an integral role in manager due diligence, portfolio construction, and tracking market trends for high-net-worth and institutional clients.

Her areas of focus span public and private markets, with a particular emphasis on alternative investments, hedge funds, and private equity. Sophie contributes regularly to firm insights on global investing and has experience identifying opportunities in both traditional and alternative sectors, helping clients navigate evolving global financial conditions.

Before advancing to her current position, Sophie held research associate roles at both BBR Partners and K2 Advisors, deepening her expertise in investment due diligence and global asset allocation. She earned her bachelor's degree in Economics and Art History from the University of Virginia and also completed business studies at the London School of Economics, equipping her with a broad analytical foundation and nuanced perspective on the intersection of markets and macroeconomic trends.

Career History

OrganizationRoleDate RangeDetails
BBR PartnersSenior Investment Research AssociateMay 2019 to Present
BBR PartnersSummer Research AssociateMay 2018 to Jul 2018
K2 AdvisorsSummer Research AssociateMay 2017 to Jul 2017
National Partnership for Women & FamiliesResearch InternApr 2015 to Apr 2015

Education

University of Virginia

Bachelor's degree, Economics and Art History

2015 2019

The London School of Economics and Political Science (LSE)

Business

2016 2016

Episcopal High School

2012 2015

Skills & Expertise

Microsoft Excel
Microsoft Word
Research
Social Media
Project Management
powerpoint

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
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
Henry Bergen
Henry Bergen
Senior AssociateStamford, CT , United States
Showing 1-10 of 16 team members

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