![Bert Dixon Barre](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Bert Dixon Barre
Compliance Officer chez
Colonial Trust Advisors, Inc.
Profil
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.
Postes actifs de Bert Dixon Barre
| Sociétés | Poste | Début |
|---|---|---|
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. | Compliance Officer | 01/01/2001 |
Anciens postes connus de Bert Dixon Barre
| Sociétés | Poste | Fin |
|---|---|---|
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 | - |
Formation de Bert Dixon Barre
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
