William Goldberg

William Goldberg is an incoming Investment Research Analyst at BBR Partners, based in Haddonfield, NJ. In his role, he is responsible for supporting the firm's research process, contributing to asset allocation decisions, and evaluating investment strategies aligned with client objectives. He previously worked as an Investment Research Summer Analyst at BBR Partners, where he gained practical experience in due diligence and analysis across multiple asset classes.

Goldberg's current focus includes analyzing public equities, fixed income, and alternative assets, reflecting the diversified holdings and sector allocations typical of BBR Partners' investment approach. He also serves as Investment Research Manager for Burkenroad Reports, a student-led investment research program, where he deepens his expertise in company analysis, financial modeling, and coverage of sectors such as industrials and consumer staples.

He holds a Bachelor of Science in Management in Accounting and Finance from Tulane University's A.B. Freeman School of Business and a Bachelor of Business Administration in Finance from Universidad Pontificia Comillas. Goldberg's background and training equip him with robust financial analysis skills, making significant contributions to research coverage and investment selection for high-net-worth and institutional clients.