Profile
Mr. Todd C.
Whitenack is a Co-Managing Partner & Director of Investment Research at BBR Partners LLC.
He helped found BBR Partners and responsible for setting the firm’s overall investment course, overseeing the strategic asset allocation framework, and manager due diligence process.
His experience includes trading and portfolio management, and the evaluation of thousands of managers for client portfolios across a range of alternative and traditional asset classes.
He is also a member of BBR’s Executive, Investment, and Compliance Committees.
Prior to BBR Partners, he worked as an Associate Portfolio Manager in the Private Client Group at Global Asset Management.
Previously, he worked in various capacities on the currency trading desks at Donaldson, Lufkin Jenrette (DLJ) and UBS.
He holds a BA in International Relations with a minor in Economics from the University of Pennsylvania.
Todd Casey Whitenack active positions
| Companies | Position | Start |
|---|---|---|
BBR Partners LLC
 BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Founder | 01/02/2000 |
Former positions of Todd Casey Whitenack
| Companies | Position | End |
|---|---|---|
| Global Asset Management, Inc. | Corporate Officer/Principal | - |
UBS Asset Management, Inc.
 UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Corporate Officer/Principal | - |
| Donaldson, Lufkin & Jenrette Securities Corp. | Corporate Officer/Principal | - |
Training of Todd Casey Whitenack
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
BBR Partners LLC
BBR Partners LLC Investment ManagersFinance BBR Partners LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 and is principally owned by BBR Partners Holdings LP. BBR Partners provides investment advisory services to wealthy families and individuals. | Finance |
| Donaldson, Lufkin & Jenrette Securities Corp. | Finance |
UBS Asset Management, Inc.
UBS Asset Management, Inc. Investment ManagersFinance Part of UBS Group AG, UBS Asset Management, Inc. provides investment management services. The company is based in New York, NY. | Finance |
| Global Asset Management, Inc. |
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