Ryan K. Preston

Mr. Ryan K.
Preston is a Partner, Director of Portfolio & Wealth Advisory at BBR Partners LLC.
He is working closely with client families to design and manage their comprehensive wealth plans including investment strategies and integrated tax and estate planning.
He has advised individuals and families since 2004 and has extensive experience developing investment solutions to address a variety of complex needs and objectives.
In addition, he leads BBR’s Philanthropy Wealth Management Team and has served as a rotating member of the BBR Investment Committee.
Previously, he was an advisor at Convergent Wealth Advisors in Washington DC and New York.
Prior to Convergent, he was a Consultant at KPMG Consulting in Washington DC.
He holds an MBA from The George Washington University with a concentration in Finance & Investments, and a BS from Mary Washington College.
He is a member of the Investment Management Consultants Association (IMCA) and holds the Certified Investment Management Analyst (CIMA) designation.