Frank Barlow
Analyst-Equity presso Barlow Wealth Partners LLC
Profilo
Mr. Frank Barlow, CFA, is a Partner at Barlow Wealth Partners LLC.
He currently serves on the Board of Cave Hill Cemetery and Junior Achievement of Kentuckiana.
He In his primary role, he is responsible for equity research and investment analysis.
He is also a member of the investment committee.
After nine years at Keefe, Bruyette & Woods (KBW) in the Corporate Finance and Equity Research departments, Frank joined Barry’s team at Merrill Lynch in 2016.
He received a B.A.
in Mathematics in 2007 from Washington and Lee University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Louisville.
He is also a Certified Exit Planning Advisor (CEPA)
Posizioni attive di Frank Barlow
Società | Posizione | Inizio |
---|---|---|
Barlow Wealth Partners LLC
Barlow Wealth Partners LLC Investment ManagersFinance Barlow Wealth Partners LLC provides investment advice. The private company is based in Louisville, KY. The company was founded in 2023 by Barry Owens Barlow. Barry Owens Barlow has been the CEO since 2023. | Analyst-Equity | 01/04/2023 |
Precedenti posizioni note di Frank Barlow
Società | Posizione | Fine |
---|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Analyst-Equity | - |
Formazione di Frank Barlow
Washington & Lee University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Barlow Wealth Partners LLC
Barlow Wealth Partners LLC Investment ManagersFinance Barlow Wealth Partners LLC provides investment advice. The private company is based in Louisville, KY. The company was founded in 2023 by Barry Owens Barlow. Barry Owens Barlow has been the CEO since 2023. | Finance |
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