John Christian Barrett

Gestionnaire de Portefeuille-Actions chez Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Profil

Mr. John C.
Barrett is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt).
Since joining Merrill Lynch Wealth Management in 1986, he has strived to make a difference in the world by making a difference to clients.
He 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 Wealth Management, he 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.
Mr. Barrett holds the Chartered Advisor in Philanthropy (CAP), the Certified Investment Management Analyst (CIMA) and the Chartered Retirement Planning Counselor, CRPC designations.

Postes actifs de John Christian Barrett

Sociétés	Poste	Début
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)	Gestionnaire de Portefeuille-Actions	01/07/1986

Anciens postes connus de John Christian Barrett

Sociétés	Poste	Fin
Merrill Lynch Private Client Group	Gestionnaire de Portefeuille-Actions	-