Mariette Louise Graeme Campbell

Employer firm

Osprey Private Wealth LLC CRD 331295

$448M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 12/2023
  Barrett Asset Management, Llc
  New York, NY
• 10/2001 → 04/2017
  Inverness Counsel, Llc
  New York, NY
• 02/2023 → 08/2024
  Corient
  New York, NY
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → 08/2024
  Corient Services Llc
  Miami, FL
• 08/2025 → Present
  Osprey Private Wealth Llc
  New York, NY
• 08/2024 → 12/2024
  Unemployed
  New York, NY
• 01/2025 → Present
  The Graeme Collaborative, Llc
  New York, NY

Previous Registrations

• 2023-02-16 → 2024-08-16
  Corient
  Miami, FL
  New York, NY
  New York, NY
  New York, NY
• 2021-08-11 → 2023-12-06
  Barrett Asset Management, Llc
  New York, NY

Other Businesses

Ms. Campbell is involved is the owner and principal of The Graeme Collaborative, LLC a non-investment related business that provides consulting services, financial coaching (not investment advice), financial literacy, and general financial education. The business activity involves the allocation of ~ 1-2 hrs. per month.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-14

Designations

• Certified Financial Planner

Other Names

• Mariette Graeme
• Mariette L G Campbell
• Mariette Louisegraeme Campbell