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Marc Koslowsky

Marc Koslowsky

Partner, Head of Investment Research at BBR Partners, LLC

Westfield, NJ , United States

About

Marc Koslowsky is Partner and Head of Investment Research at BBR Partners, where he leads the firm's research team, oversees manager due diligence, and directs the ongoing monitoring process across client portfolios. He serves as Co-Chair of the Investment Committee and is a member of both the Investment and Operating Committees, playing a key role in strategic asset allocation and the evaluation of investment strategies for BBR's high-net-worth clients.

Marc's expertise spans manager research, portfolio management, and asset allocation, with a particular focus on hedge funds and alternative investment strategies. Prior to joining BBR Partners in 2014, he was Partner and Portfolio Manager at Hermes BPK Partners, where he headed equity and event-driven strategies and contributed to building a seed and acceleration business for hedge funds. His earlier roles included portfolio management at Optimal Investments and similar positions at SPI, Battersby Capital, Adair Capital, and IAM, where he built substantial experience in constructing hedge fund portfolios and manager selection.

He holds a BA in Economics from Middlebury College and has established himself as a recognized leader in investment research over a career that includes notable contributions to manager due diligence and alternative asset class investing. Marc resides in Westfield, NJ, and balances his professional life with personal interests in mentoring and coaching youth sports.

Career History

OrganizationRoleDate RangeDetails
BBR PartnersPartner, Head of Investment ResearchSep 2014 to Present
Hermes BPK PartnersHead of Equity and Event Driven StrategiesMar 2009 to Sep 2014
Optimal Investment ServicesPortfolio ManagerOct 2008 to Mar 2009
Summit Private InvestmentsPortfolio ManagerJan 2008 to Sep 2008
Battersby CapitalVP, InvestmentsJul 2006 to Jan 2008
International Asset Management, LLCSenior AnalystFeb 2004 to Jul 2006

Education

Middlebury College

1994 1998

Skills & Expertise

Investments
Customer Service
Strategic Planning
Business Analysis
Fixed Income
Musik
Change Management
Mediation

Others at BBR Partners, LLC (16)

NameRoleLocation
Emily Hiles
Emily Hiles
Vice President of Investment ResearchNew York, NY , United States
Nick Squires
Nick Squires
PartnerNew York, NY , United States
Sophie Holt
Sophie Holt
Senior Investment Research AssociateNew York, NY , United States
Stephen McKenna
Stephen McKenna
Senior AssociateNew York, NY , United States
Bridget Ryan
Bridget Ryan
Vice President of TradingNew York, NY , United States
Collin Smothers
Collin Smothers
AssociateChicago, IL , United States
C
Connor Gunsalus
Vice President of Investment ResearchUnited States
Daniel Reardon
Daniel Reardon
Trading Senior AssociateUnited States
Ethan Watts
Ethan Watts
AssociateChicago, IL , United States
Henry Bergen
Henry Bergen
Senior AssociateStamford, CT , United States
Showing 1-10 of 16 team members

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