Barry N. Berlin
Director/Miembro de la Junta en The Woodruff Arts Center .
Perfil
Mr. Barry N.
Berlin, CFA MBA, is a Managing Director & Senior Relationship Manager at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
He is a senior relationship manager and serves as head of Atlantic Trust’s Atlanta office, with more than 35 years of experience assisting high net worth families and their related interests.
Prior to joining AT Investment Advisers in March 2004, Mr. Berlin employed as a Managing Director by Stein Roe Investment Counsel LLC.
He spent more than 18 years in a similar capacity with Wachovia Bank where he worked entirely in subsidiaries serving wealthy families, foundations and endowments.
He established Wachovia’s wealth management presence in Atlanta in 1988 and has been active in a variety of civic and professional endeavors, frequently in a leadership role.
He also served as a Managing Director at Stein Roe Investment Counsel, Inc. He earned the Chartered Financial Analyst designation in 1982, and served on the governing body’s Council of Examiners from 1984 to 1988.
He has also held leadership roles with the Atlanta Society of Financial Analysts for several years and served as its president from 1998 to 1999.
Mr. Berlin earned a BSc in Commerce from the University of Virginia and a MBA from Northwestern University.
Cargos activos de Barry N. Berlin
Empresas | Cargo | Inicio |
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The Woodruff Arts Center
The Woodruff Arts Center Specialty StoresRetail Trade The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA. | Director/Miembro de la Junta | - |
Antiguos cargos conocidos de Barry N. Berlin.
Empresas | Cargo | Fin |
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Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Gestor de Cartera-Acciones | 31/12/2003 |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Corporate Officer/Principal | 28/02/2003 |
Wachovia Bank of Georgia, NA | Corporate Officer/Principal | 31/12/2000 |
Atlanta Society of Financial Analysts | Presidente | 01/01/1999 |
Formación de Barry N. Berlin.
University of Virginia | Undergraduate Degree |
Northwestern University | Graduate Degree |
Experiencias
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Empresas privadas | 4 |
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Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
Wachovia Bank of Georgia, NA | Finance |
Atlanta Society of Financial Analysts | |
The Woodruff Arts Center
The Woodruff Arts Center Specialty StoresRetail Trade The Woodruff Arts Center offers discount parking, plus the added bonus of free or discounted tickets for most Center events for employees. The company was founded in 1968 and is headquartered in Atlanta, GA. | Retail Trade |
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