Bert Dixon Barre

Responsabile della Conformità presso

Colonial Trust Advisors, Inc.

Finance

Consumer Services

Profilo

Mr. Bert D.
Barre, CFA, is a Principal at Colonial Trust Advisors, Inc. Prior to joining Colonial in 2001, Mr. Barre worked as an Equity Research Analyst with Wachovia Securities, Inc. In 2003, he earned the Chartered Financial Analyst designation and he is a native of Spartanburg and a graduate of Washington and Lee University.

Posizioni attive di Bert Dixon Barre

Società	Posizione	Inizio
Colonial Trust Advisors, Inc. Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends.	Responsabile della Conformità	01/01/2001

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Precedenti posizioni note di Bert Dixon Barre

Società	Posizione	Fine
Colonial Trust Group, Inc. (South Carolina) Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Provides investment management and fiduciary services	Corporate Officer/Principal	23/09/2013
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-

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Società collegate

Aziende private	4
Colonial Trust Group, Inc. (South Carolina) Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Provides investment management and fiduciary services	Finance
Colonial Trust Advisors, Inc. Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends.	Finance
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services