May 10, 2022
Redwheel nabs head of thematic sustainability research from Abrdn
May 10, 2022 Redwheel has tapped Abrdn’s Stephanie Kelly to head up its thematic sustainability research. Redwheel, formerly known as…
March 10, 2022
Redwheel adds powerhouse duo to sustainability team
March 10, 2022 Redwheel, formerly RWC Partners, has appointed Olivia Seddon-Daines and Katherine Velasquez Rodriguez to its sustainability team, as…
February 3, 2022
Lincoln Peak Capital Partners With Passaic Partners
February 3, 2022 On January 1, 2022, Passaic Partners (“Passaic”) announced its launch as a newly formed, majority employee‐owned investment…
January 28, 2022
Stephen Goddard on how the risk of Value Investing has changed over the past decade
January 28, 2022 Check out the Pensions & Investments article Perception of value equity’s low risk may not be accurate by…
January 20, 2022
RWC Partners rebrands to Redwheel amid identity revamp
January 20, 2022 RWC Partners is changing its name to Redwheel, in a total revamp of the firm’s visual identity.…
January 3, 2022
BBR Partners Announces 2022 New Partners: Scott Ehrlich, Brandon Pick, Kevin Widmaier
January 2022 BBR Partners has expanded their partnership ranks by promoting three tenured employees to Partner. The group includes team…
December 15, 2021
Lincoln Peak Capital Partners With Meadow Partners
December 15, 2021 Lincoln Peak Capital completed a passive, minority equity investment in Meadow Partners (“Meadow”), establishing a long-term partnership…
November 15, 2021
Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice
November 15, 2021 BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for…
October 6, 2021
Anchor Capital ranked 35 out of 100 in CNBC’s top-rated financial advisory firms of 2021
October 6, 2021 CNBC unveils its 2021 ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms…
September 10, 2021
BBR ranked #15 in Barron’s “2021 Top 100 RIA Firms”
September 2021 BBR Partners was ranked #15 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by…