Marc R. Koslowsky
Direttore della Ricerca - Azioni presso BBR Partners LLC
Profilo
Mr. Marc R.
Koslowsky is a Partner & Director of Investment Research at BBR Partners LLC.
His responsibilities include sourcing new investments across all asset classes and performing ongoing due diligence on clients’ existing investments, as well as working with the Portfolio and Wealth Advisory team to analyze the risk and return characteristics of client portfolios.
He has extensive experience in manager due diligence, portfolio management, asset allocation, and client engagement.
He is also a member of BBR’s Investment Committee.
He is joined the firm in 2014.
Prior to joining BBR Partners, Mr. Koslowsky was a Partner and Portfolio Manager at Hermes BPK, a company that is majority owned by Hermes Fund Managers.
At Hermes, he oversaw investments across a host of hedge fund strategies, and also was involved in building a seed and acceleration business.
Before Hermes, he served as a Portfolio Manager at Optimal Investments, and previously at SPI and Battersby Capital; he worked closely with the CIO at each firm to construct hedge fund portfolios.
Earlier in his career, he was an Analyst at Adair Capital, and earlier, IAM, where he performed manager due diligence.
Mr. Koslowsky received his BA in Economics from Middlebury College.
Posizioni attive di Marc R. Koslowsky
| Società | Posizione | Inizio |
|---|---|---|
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. | Direttore della Ricerca - Azioni | 01/09/2014 |
Precedenti posizioni note di Marc R. Koslowsky
| Società | Posizione | Fine |
|---|---|---|
Hermes BPK Partners, Inc.
 Hermes BPK Partners, Inc. Investment ManagersFinance Hermes BPK Partners, Inc. is a fund-of-hedge funds manager located in New York City. The firm is are a subsidiary of London-Based Hermes BPK Partners LLP and their ultimate parent is BT Group Plc. | Analyst-Equity | - |
IAM Financial LLC
 IAM Financial LLC Investment ManagersFinance IAM Financial LLC is a fee-only, fiduciary, certified financial planner registered investment advisory firm. IAM Financial is based in East Lansing and serves clients across the country. The American company offers free resources for organizing finances and helps clients invest with confidence in any market by investing in a broadly diversified portfolio of low-cost tax-efficient index funds. The private company was founded in December 2007 by Rich Feight to provide objective, affordable, and independent advice to clients. | Corporate Officer/Principal | - |
Adair Capital LLC
 Adair Capital LLC Investment ManagersFinance Adair Capital LLC provides investment advice. The private company is based in New York, NY. | Corporate Officer/Principal | - |
Optimal Investment Group, Inc.
 Optimal Investment Group, Inc. Investment ManagersFinance Optimal Investment Group, Inc. (Optimal Investment Group) is a private equity firm founded in 2006 by Joey Separzadeh. The firm is headquartered in Sherman Oaks, California. | Corporate Officer/Principal | - |
Summit Private Investments, Inc.
 Summit Private Investments, Inc. Investment ManagersFinance Founded in 1980, Summit Private Investments, Inc. is a hedge fund manager located in Summit, New Jersey. The firm was formerly known as Ronald A. Karp Associates, Inc. | Gestore di Portafoglio-Azioni | - |
Formazione di Marc R. Koslowsky
| Middlebury College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
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 |
Summit Private Investments, Inc.
Summit Private Investments, Inc. Investment ManagersFinance Founded in 1980, Summit Private Investments, Inc. is a hedge fund manager located in Summit, New Jersey. The firm was formerly known as Ronald A. Karp Associates, Inc. | Finance |
Hermes BPK Partners, Inc.
Hermes BPK Partners, Inc. Investment ManagersFinance Hermes BPK Partners, Inc. is a fund-of-hedge funds manager located in New York City. The firm is are a subsidiary of London-Based Hermes BPK Partners LLP and their ultimate parent is BT Group Plc. | Finance |
Optimal Investment Group, Inc.
Optimal Investment Group, Inc. Investment ManagersFinance Optimal Investment Group, Inc. (Optimal Investment Group) is a private equity firm founded in 2006 by Joey Separzadeh. The firm is headquartered in Sherman Oaks, California. | Finance |
Adair Capital LLC
Adair Capital LLC Investment ManagersFinance Adair Capital LLC provides investment advice. The private company is based in New York, NY. | Finance |
IAM Financial LLC
IAM Financial LLC Investment ManagersFinance IAM Financial LLC is a fee-only, fiduciary, certified financial planner registered investment advisory firm. IAM Financial is based in East Lansing and serves clients across the country. The American company offers free resources for organizing finances and helps clients invest with confidence in any market by investing in a broadly diversified portfolio of low-cost tax-efficient index funds. The private company was founded in December 2007 by Rich Feight to provide objective, affordable, and independent advice to clients. | Finance |
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