New Partner Joins Barrett Asset Management Team - Graeme Campbell Will Focus on High-Net-Worth Individuals and Multi-Generational Families
New York, NY (PRWEB) May 16, 2017 -- M. L. Graeme Campbell, CFP® joins Barrett Asset Management as a Managing Director. In serving as a member of the Investment Committee and managing client portfolios, Graeme will specialize in collaborating with multi-generational family relationships and their trusted advisors to create tailored wealth solutions, as well as partnering on firm-wide strategic initiatives for clients and the firm.
Peter H. Shriver, CEO, said, “Graeme brings a depth of knowledge, expertise and passion to her work as a wealth advisor which has been continually recognized by the wealth management industry.” In 2015, for example, Graeme was named by Private Asset Management one of “The 50 Most Influential Women in Private Wealth,” for her innovative work with clients and peers.
Prior to joining Barrett, Graeme was Senior Vice President and Director of Wealth Management at Inverness Counsel, LLC. At Inverness, she was responsible for Private Client relationships, was a member of the Investment Committee and developed strategic high-net-worth client programs, such as next-generation education, philanthropic initiatives, and trusts and estate planning. Additionally, she served as trustee and officer for many clients’ family trusts and foundations.
Graeme earned a B.S. from Skidmore College in 1998 and an MBA with a concentration in Finance from New York University’s Stern School of Business in 2005. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a member of the New York Society of Security Analysts and the Financial Planning Association. Additionally, she serves on the board of a public charity that focuses on youth and entrepreneurship. Graeme is an impassioned advocate for wealth creators, their next generation and their families.
During its eighty-year history, Barrett Asset Management has helped high-net-worth individuals, families and institutions cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm. The firm has successfully managed clients’ assets across generations and through varying economic cycles. Chairman John D. Barrett II states, “Our focus on personalized service and commitment to achieving the best financial results for our clients has never wavered. This has been the foundation of our firm’s past success and gives us optimism about the future.” Barrett managers are experienced, dedicated investment professionals with a solid understanding of financial markets and investing. What sets Barrett apart, however, is their ability to solve the specific challenges that clients face.
About Barrett Asset Management
Founded in 1937, Barrett Asset Management serves high-net-worth individuals, families and institutions. In 2015, the firm was recognized as a “Top Financial Adviser” by the Financial Times in their annual industry ranking. Additionally, Barrett was the recipient of the “Best for Growth Equity Strategy—USA” and “Innovators in Asset Management Services” Awards by Wealth & Finance International Magazine. In 2014, the firm was named “Best HNWI-Focused Investment Advisory Firm of the Year—New York” and was the recipient of the “Most Client Focused Managing Director of the Year—New York” Award by Wealth & Finance International Magazine. The New York-based registered investment advisory firm has more than $1.6 billion under management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Christina Bater, Barrett Asset Management, LLC, http://www.barrettasset.com, +1 (646) 445-5015, [email protected]
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