NEW YORK (PRWEB) May 06, 2020
Barrett Asset Management, LLC, is pleased to announce that Christina Bater, CFP® was named to the Forbes 2020 Top Women Wealth Advisors annual ranking, a special Forbes report released April 21st.
The Forbes ranking of Top Women Wealth Advisors, developed with SHOOK Research, was based on quantitative and qualitative criteria that included the aggregation of investment and regulatory data and interviews, among other sources of information. All advisors who were considered had a minimum of seven years of professional experience, with additional factors, such as their assets under management, compliance records, depth of industry experience, practice management and client interactions, informing the decision-making process. Of all the firms represented in this year’s ranking, Barrett was one of the few that fell into the category of independent firms. To read the full Forbes report, click here.
Peter H. Shriver, CEO, Barrett Asset Management, said, “As a firm, we are always honored when one of our partners is recognized for their commitment to serving our clients at an exemplary level. This most recent recognition is no exception and clearly reflects the trust clients have placed in Chris, our team and firm.”
Chris Bater, Managing Director, said, “While I am thrilled to be included among this esteemed group of women financial advisors, this is an important reflection of our entire Barrett team, whose hard work and dedication to our clients is core to our success—and the success of those we serve.”
During its eighty-three-year history, Barrett has helped high-net-worth individuals, families and non-profit institutions cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm.
Chris has been a part of the Barrett family for more than 30 years, working closely with multi‐generational family relationships and high‐net‐worth clients to manage a holistic wealth management approach, integrating the firm’s core investment advisory offerings with financial planning and wealth management solutions.
About Barrett Asset Management
Since 1937, Barrett has been putting its clients first—working to help each of them achieve their goals and aspirations. Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client’s objectives for income and growth through suitable asset allocation and individual investment selections. Barrett is a New York-based firm with more than $1.9 billion under management as of April 30, 2020. To learn more about Barrett, please visit http://www.barrettasset.com.
About Certified Financial Planner Board of Standards Inc.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP® (with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
About The Forbes ranking of America’s Top Women Wealth Advisors and SHOOK Research
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.