Margaret Fitzsimmons Maccowatt

Employer firm

Bbr Partners, LLC CRD 109688

$36.5B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2016 → 12/2016
  Wells College In Florence
  Florence
• 06/2017 → 08/2017
  Bny Mellon
  New York, NY
• 09/2014 → 05/2018
  Washington And Lee University
  Lexington, VA
• 06/2018 → 05/2024
  Csm Capital Corporation
  New York, NY
• 06/2024 → Present
  Bbr Partners, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-17

Other Names

• Mimi Maccowatt