search chicago new-york san-francisco sun bank family insights pie-graph presentation loupe money-hand graph arrow-down angle-left

Marc R. Koslowsky

Partner, Director of Investment Research

Marc joined BBR Partners in 2014 and is a Director of Investment Research. Marc’s 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. Marc is also a member of BBR’s Investment Committee.

Prior to BBR, Marc 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, Marc 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, Marc was an Analyst at Adair Capital, and earlier, IAM, where he performed manager due diligence.

Marc holds a BA in Economics from Middlebury College.

Marc’s favorite activities outside the office include basketball, skiing, and cooking.  As the father of three daughters, he also enjoys coaching youth sports.

Get more information

Our Services

Our diverse, integrated offering addresses all aspects of a client’s financial life.
Learn more