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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BBR Partners | Senior Investment Research Associate | May 2019 to Present | — |
| BBR Partners | Summer Research Associate | May 2018 to Jul 2018 | — |
| K2 Advisors | Summer Research Associate | May 2017 to Jul 2017 | — |
| National Partnership for Women & Families | Research Intern | Apr 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
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 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 | |
| Senior Associate | Stamford, CT , 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 |