Consultant, The Wealth Office®
Barrett provides investment consulting services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He services clients by providing advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Prior to joining the firm in January 2016, Barrett was an Intern/Associate at Royal Bank of Canada (RBC). Barrett graduated from Clemson University with a BS in Business Management and a minor in Finance. In his free time, Barrett enjoys travel, sports and running with his pup Julius and Fiancé Stefanie.