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Tim Barrett
Gestor de Cartera-Acciones en Evercore Wealth Management LLC .
Perfil
Mr. Timothy B.
Barrett, CFA, is Partner & Portfolio Manager at Evercore Wealth Management LLC.
He has over 20 years of investment experience.
Mr. Barrett joined the firm in 2012, following the acquisition of Mt.
Eden Investment Advisors, which he joined in 2004 as a founding partner.
Previously, he was a portfolio manager at Weiss, Peck & Greer and, earlier, the director of research at Sand Hill Advisors and a research analyst at Verissimo Research & Management.
Mr. Barrett received two B.A.
degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego.
He holds the Chartered Financial Analyst designation, as well as the Accredited Investment Fiduciary designation.
He is a member of the CFA Institute and the CFA Society San Francisco.
Cargos activos de Tim Barrett
Empresas | Cargo | Inicio |
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Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Gestor de Cartera-Acciones | 01/12/2012 |
Antiguos cargos conocidos de Tim Barrett.
Empresas | Cargo | Fin |
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Robeco Weiss, Peck & Greer Investments
![]() Robeco Weiss, Peck & Greer Investments Investment ManagersFinance A subsidiary of Robeco Investment Management, Robeco Weiss, Peck & Greer Investments is an investment adviser headquartered in New York City with an additional office in Menlo Park, California. The firm was founded in 1970. Their ultimate parent is Cooperative Centrale Raiffeisen Boerenleenbank. | Analyst-Equity | 31/12/2003 |
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Director de Investigación - Acciones | - |
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Fundador | 27/02/2013 |
Formación de Tim Barrett.
University of California San Diego | Graduate Degree |
University of California, Berkeley | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 4 |
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Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
Robeco Weiss, Peck & Greer Investments
![]() Robeco Weiss, Peck & Greer Investments Investment ManagersFinance A subsidiary of Robeco Investment Management, Robeco Weiss, Peck & Greer Investments is an investment adviser headquartered in New York City with an additional office in Menlo Park, California. The firm was founded in 1970. Their ultimate parent is Cooperative Centrale Raiffeisen Boerenleenbank. | Finance |
Sand Hill Global Advisors LLC
![]() Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Finance |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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