John Christian Barrett
Gestore di Portafoglio-Azioni presso Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profilo
Mr. John C.
Barrett is a Managing Director, Wealth Management Advisor & Global Institutional Consultant at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in July 1986, and helps develop disciplined, long-term investment strategies with high-net-worth corporate executives, entrepreneurs and philanthropic organizations.
Utilizing his team’s extensive knowledge, and by accessing resources throughout Merrill Lynch, Mr. Barrett works closely with individual clients to help them actively pursue their financial objectives and those of future generations.
He also guides philanthropic organizations through wealth management strategies that support their missions.
He offers access to philanthropic consulting through the Bank of America's Institutional Investment & Philanthropic Solutions Group.
As a Global Institutional Consultant, Mr. Barrett works with a group of highly experienced Global Institutional Consulting specialists and others within Bank of America Merrill Lynch who focus on helping institutional clients pursue their unique and often complex investment needs.
He currently serves on the firm's Global Institutional Consulting Advisory Council to Management.
Mr. Barrett received his undergraduate degree from State University of New York College at Cortland.
He holds the Chartered Advisor in Philanthropy (CAP), the Certified Investment Management Analyst (CIMA) and the Chartered Retirement Planning Counselor (CRPC) designations.
Posizioni attive di John Christian Barrett
Società | Posizione | Inizio |
---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Gestore di Portafoglio-Azioni | 01/07/1986 |
Precedenti posizioni note di John Christian Barrett
Società | Posizione | Fine |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Gestore di Portafoglio-Azioni | - |
Formazione di John Christian Barrett
State University of New York College at Cortland | Undergraduate Degree |
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 | 2 |
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Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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