Client Service Associate, The Wealth Office®
Barrett supports The Wealth Office® clients including high net worth families, family offices, foundations and other nonprofit organizations. Barrett also supports the firm’s Outsource Chief Investment Officer (OCIO) practice for financial institutions with marketing, case support and asset allocation. 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.