You're signed outSign in or to get full access.
About
Tesia Chai is currently an Associate at BBR Partners in New York, where she supports portfolio management and wealth advisory for high-net-worth clients. In her role, she is involved in asset allocation, investment research, and client servicing activities, contributing to the firm's bespoke portfolio solutions for families and individuals.
Tesia specializes in multi-asset class portfolios, with exposure to both traditional and alternative investments. Her responsibilities include assisting senior advisors in monitoring market trends and constructing diversified investment strategies that incorporate equities, fixed income, and alternative asset classes tailored to client needs.
Her previous experience includes working as an Analyst at BBR Partners and as a Summer Analyst in financial services marketing at Cognito. Tesia holds a Bachelor's degree in Economics from both Columbia University and Wake Forest University, providing her with a robust analytical background relevant to investment analysis and client advisory.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BBR Partners | Associate | Dec 2024 to Present | • Built and managed tailored investment portfolios through fund due diligence, market analysis, and ongoing performance optimization • Supported capital planning and client acquisition by aligning str... |
| BBR Partners | Analyst | Aug 2023 to Jan 2025 | • Rotational program analyst - investment research, portfolio management, and advisory |
| Cognito | Summer Analyst - FS Marketing and PR | Jun 2022 to Aug 2022 | • Supported PR and marketing strategies for global financial services clients by analyzing industry trends, media data, and market insights to drive targeted outreach and brand visibility • Created ta... |
| Columbia University | Research Assistant | Feb 2022 to May 2022 | • Leveraged Wind Data market platform to gather daily pricing data on public debt • Performed regression analyses between historical Treasury bond pricing data and overall stock performance |
| Wake Forest University | Research Assistant | Jan 2020 to May 2021 | Lead research assistant: • Economics: COVID-19 Crisis and Educational Inequalities • Psychology: Moral Judgments and Neuroticism |
Education
Columbia University in the City of New York
Bachelor's degree, Economics
2021 — 2023
Wake Forest University
Bachelor's degree, Economics
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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | 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 |
