John David Barrett

Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.

Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team

The Greenwich Country Day School, Inc. offers educational courses and services. The firm operates independent elementary and middle school. The company was founded in 1926 and is headquartered in Greenwich, CT.

The Ashforth Co. operates as a real estate firm. It owns, develops and invests in assets on the East and West Coasts, and provides third party services including asset and property management, general contracting and construction management services. The company founded by Albert Blackhurst Ashforth in 1896 and is headquartered in Stamford, CT.

Clark Dodge & Co., Inc. provides investment advisory services. The company is headquartered in New York, NY.