Jeffrey Barnett

Jeffrey Barnett Email and Phone Number

Financial Advisor @ Fintegrity® | Wealth Management, Retirement Planning @ Fintegrity
Jeffrey Barnett's Location
New York City Metropolitan Area, United States, United States
Jeffrey Barnett's Contact Details
About Jeffrey Barnett

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity®, an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity®, we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Jeffrey Barnett's Current Company Details
Fintegrity

Fintegrity

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Financial Advisor @ Fintegrity® | Wealth Management, Retirement Planning
Jeffrey Barnett Work Experience Details
  • Fintegrity
    Financial Advisor
    Fintegrity 2017 - Present
    Tenafly, New Jersey, Us
    I specialize in growing wealth, tax optimization, and retirement security, creating unique solutions for each client investing more than $1 million. I am the founder and manager of Fintegrity®, an independent, fee-only, fiduciary Registered Investment Adviser (RIA).
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  • Tiaa
    Managing Director, Head Of Alternative Investment Products
    Tiaa 2006 - 2016
    New York, Ny, Us
    Led product management of a $40 billion portfolio, consisting of equities, fixed income, real estate, private equity, and private debt. My team and I launched more than a dozen new products, raising over $10 billion. Vehicles included mutual funds, annuities, private partnerships, and separate accounts. In addition, I directed marketing strategy, negotiated acquisitions, managed affiliate relationships, and drove profitability to record high levels.
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  • Jpmorgan Chase & Co.
    Vice President
    Jpmorgan Chase & Co. 2000 - 2005
    New York, Ny, Us
    Directed corporate strategy and development for JPMorgan’s $2 billion annual revenue investor services business. Determined the markets, services, and client priorities, including new product development, geographic market entry, acquisitions, divestitures, and restructurings that increased profits by more than $100 million annually.
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  • M&T Bank
    Vice President
    M&T Bank 1993 - 2000
    Buffalo, New York, Us
    Led commercial product management, market research, and planning team that supported approximately $280 million in revenues and formulated strategies to penetrate new markets. Launched a series of successful new products that increased fee income by 18%. Initiated the firm's distribution of life insurance.
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Jeffrey Barnett Skills

Investments Asset Management Alternative Investments Financial Services Product Management Equities Business Strategy Strategic Planning Financial Modeling Leadership Financial Analysis Fixed Income Product Development Mergers And Acquisitions Mutual Funds Finance Market Research Investment Strategies Strategy Team Leadership Product Design Product Launch P&l Management Cost Reduction Asset Managment Product Strategy Investment Products Product Marketing Marketing Management Pricing Pricing Strategy Managerial Finance Strategic Leadership Strategic Partnerships Business Expansion Institutional Investors Activity Based Management Institutional Investments Financial Management Marketing Strategy Market Entry Activity Based Costing Real Estate Investment Fixed Income Products Channel Management Multi Channel Distribution Portfolio Management Private Equity Bonds Pricing Policy Commercial Banking Company Acquisitions

Jeffrey Barnett Education Details

  • Harvard Business School
    Harvard Business School
    Master Of Business Administration (M.B.A.)
  • University At Albany
    University At Albany
    Finance

Frequently Asked Questions about Jeffrey Barnett

What company does Jeffrey Barnett work for?

Jeffrey Barnett works for Fintegrity

What is Jeffrey Barnett's role at the current company?

Jeffrey Barnett's current role is Financial Advisor @ Fintegrity® | Wealth Management, Retirement Planning.

What is Jeffrey Barnett's email address?

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What is Jeffrey Barnett's direct phone number?

Jeffrey Barnett's direct phone number is +121262*****

What schools did Jeffrey Barnett attend?

Jeffrey Barnett attended Harvard Business School, University At Albany.

What skills is Jeffrey Barnett known for?

Jeffrey Barnett has skills like Investments, Asset Management, Alternative Investments, Financial Services, Product Management, Equities, Business Strategy, Strategic Planning, Financial Modeling, Leadership, Financial Analysis, Fixed Income.

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