Top 40 Wealth Management Companies Bank of America continues its long run as the largest provider of wealth management services to wealthy individuals-but Morgan Stanley is narrowing the gap between No. 1 and No. 2. BofA, including its Merrill Lynch and U.S. Trust wealth management units, has held the top spot in our Top 40 […]
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Top Independent Financial Advisors Once a pebble in the U.S. wealth management landscape, registered investment advisor, or RIA, firms will soon account for 30% of all retail investment assets, according to Mark Tibergien, CEO of Pershing Advisor Solutions. Recent figures from Cerulli Associates have RIAs managing about $4 trillion of client assets, compared with about […]
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RIA Survey & Ranking 2018 Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement […]
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Speaking Topic:
Family Wealth: The Value of Family Governance
The definition of family wealth extends beyond the monetary assets a family has generated. Understanding the components of family wealth and the structure needed to support and develop it is essential. Learning the who, what, why of family governance will provide families a framework for building and sustaining generational success.
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Firms Reassess Involvement in Gun Industry in Wake of Florida Shooting Investing giant Blackstone Group LP asked outside fund managers over the weekend to detail their ownership in companies that make or sell guns, according to people familiar with the matter. The urgent request-Blackstone gave the managers about a day to answer-reflects the snowballing pressure […]
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We are thrilled to announce that Marc Koslowsky has been named Partner at BBR.
Since joining BBR in 2014, Marc has distinguished himself as a leader in our investment approach and our business. His experience and expertise as an investor, coupled with his understanding of client needs, make him indispensable to the firm, our investment process and our clients. Marc also demonstrates the characteristics that are key to our culture including intellectual curiosity, service, teamwork and respect. We are excited for his impact to continue to grow and evolve in his new capacity as a Partner.
Please join us in congratulating Marc and celebrating his contributions.
Marc Koslowsky Biography
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 & 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 the three daughters, he also enjoys coaching youth sports.
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This holiday season, as we celebrate with family and friends, we want to honor our clients by helping those affected by the recent hurricanes throughout the US. BBR is proud to support Americares as they provide aid to communities in need throughout Texas, Florida and Puerto Rico.
Since 1979, Americares has been delivering quality medical aid and innovative health programs to people impacted by poverty and disasters. The teams have already provided more than $4.8 million of medicine, supplies and financial assistance to communities across Texas. In Florida, Americares is working to restore health services in storm-damaged towns. Additionally, they have been working with the Department of Health in Puerto Rico to facilitate and manage supply shipments and conduct damage assessments on health facilities.
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Top Independent Financial Advisors When Ric Edelman and his wife, Jean, started their financial planning practice in 1986, they faced one major obstacle. “Nobody had ever heard of financial planning,” he recalls. Entering an industry dominated by a sales culture and often-conflicted advice, pioneers like Edelman spent decades tirelessly advocating for and providing something… BBR […]
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RIA Survey & Ranking 2017 Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the Financial Advisor, Investment Advisor, Financial Planner, Financial Planning, RIA, Retirement Planning, ETFs, Alternative Investments, Investment News, Broker-Dealer, CFP, Wealth Manager. Financial Advisor magazine produces the Alternative Investment Strategies, Retirement […]