Charles K.

Associate, Portfolio & Wealth Advisory at BBR Partners

Charles K. currently serves as an Associate in Portfolio & Wealth Advisory at BBR Partners since September 2024. Prior experience includes a Consulting Analyst role at Whitman Insight Strategies from July 2023 to August 2024 and participation as a Wharton Venture Lab Member from January 2022 to May 2023, focusing on entrepreneurship and innovation. Additional internships include Business Operations Intern at OceanX, Business Strategy Intern at Alinea, Music Team Intern at SoundCloud, and Growth Intern at HITCH MEDIA. Charles K. earned a Bachelor of Arts in Philosophy, Politics & Economics from the University of Pennsylvania and a minor in Consumer Psychology from The Wharton School, completing studies in May 2023.

Location

New York, United States

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BBR Partners

BBR Partners is an investment banking company that provides wealth management services.


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Employees

51-200

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