Profilo
Mr. Elliott Barker is an Investment Analyst at FFT Wealth Management LLC.
Originally an intern in summer of 2019 and the winter of 2020, he rejoined the firm in June 2020 as an Investment Analyst.
Among other assignments, Mr. Barker participates in both traditional and non-traditional manager due diligence reviews, provides portfolio and market level research and performs regular risk exposure analyses of portfolios including liquidity, overlap, allocation exposure and capacity analyses.
He also supports the FFT-Palm Beach client operations.
He graduated from Palm Beach Atlantic University, where he earned a B.S.
in International Business.
Posizioni attive di Elliott Barker
| Società | Posizione | Inizio |
|---|---|---|
FFT Wealth Management LLC
 FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Analyst-Equity | 01/06/2020 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
FFT Wealth Management LLC
FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
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