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Tim Barrett, Cfa, Aif® Email & Phone Number

Partner, Portfolio Manager at Evercore Wealth Management, LLC
Location: San Francisco, California, United States 6 work roles 2 schools
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Current company
Evercore Wealth Management, LLC
Role
Partner, Portfolio Manager
Location
San Francisco, California, United States
Company size
83 employees

Who is Tim Barrett, Cfa, Aif®? Overview

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Quick answer

Tim Barrett, Cfa, Aif® is listed as Partner, Portfolio Manager at Evercore Wealth Management, LLC, a with 83 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Tim Barrett, Cfa, Aif®.

Tim Barrett, Cfa, Aif® previously worked as Partner, Director of Portfolio Management at Mt. Eden Investment Advisors and Vice President, Portfolio Manager at Weiss, Peck & Greer. Tim Barrett, Cfa, Aif® holds Mpia, International Management from Uc San Diego School Of Global Policy And Strategy (Gps).

Company email context

Email format at Evercore Wealth Management, LLC

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Evercore Wealth Management, LLC

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Profile bio

About Tim Barrett, Cfa, Aif®

Specialties: Portfolio management; high net worth clients; endowments & foundations; portfolio construction; asset allocation; practice management; active investing; fundamental equity research; stock selection; manager selection; 401k plans

Current workplace

Tim Barrett, Cfa, Aif®'s current company

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Evercore Wealth Management, LLC
Evercore Wealth Management, Llc
Partner, Portfolio Manager
new york, new york, united states
Website
evercorewealthmanagement.com
Employees
83
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6 roles

Tim Barrett, Cfa, Aif® work experience

A career timeline built from the work history available for this profile.

Partner, Portfolio Manager

Current
Evercore Wealth Management, Llc

San Francisco, Ca

Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, San Francisco and Los Angeles. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank. More information about Evercore Wealth Management can be found at www.evercorewealthmanagement.com.

Dec 2012 - Present

Partner, Director Of Portfolio Management

Mt. Eden Investment Advisors

San Francisco, Ca

Dec 2004 - Dec 2012

Vice President, Portfolio Manager

Weiss, Peck & Greer

San Francisco, Ca

Oct 2002 - Dec 2004

Director Of Research/Portfolio Manager

Sand Hill Advisors

Menlo Park, Ca

Aug 1998 - Oct 2002

Research Analyst

Verissimo Research & Management

San Francisco Bay Area

Aug 1996 - Jul 1998

Research Analyst

William O'Neil & Co.

Los Angeles, Ca

Aug 1995 - Jul 1996
Team & coworkers

Colleagues at Evercore Wealth Management, LLC

Other employees you can reach at evercorewealthmanagement.com. View company contacts for 83 employees →

JJ Jennifer Joseph Jennifer Joseph Colleague at Evercore Wealth Management, LlcMinneapolis, Minnesota, United States View → VI Victoria Iglesias Kaufman Victoria Iglesias Kaufman Colleague at Evercore Wealth Management, LlcTampa, Florida, United States View → KN Kylie Noll Kylie Noll Colleague at Evercore Wealth Management, LlcOakland, California, United States View → EC Elizabeth Crimmins Elizabeth Crimmins Colleague at Evercore Wealth Management, LlcNew York, United States View → KP Karen P Francois Karen P Francois Colleague at Evercore Wealth Management, LlcNew York, United States View → ES Erica Sloan, Cfp® Erica Sloan, Cfp® Colleague at Evercore Wealth Management, LlcSan Francisco Bay Area, United States View → KN Kylie Noll Kylie Noll Colleague at Evercore Wealth Management, LlcOakland, California, United States View → MP Martha Pomerantz Martha Pomerantz Colleague at Evercore Wealth Management, LlcMinneapolis, Minnesota, United States View → TM Tom Mahowald Tom Mahowald Colleague at Evercore Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → MG Maxwell Grimard, Cfa Maxwell Grimard, Cfa Colleague at Evercore Wealth Management, LlcTampa, Florida, United States View →
2 education records

Tim Barrett, Cfa, Aif® education

FAQ

Frequently asked questions about Tim Barrett, Cfa, Aif®

Quick answers generated from the profile data available on this page.

What company does Tim Barrett, Cfa, Aif® work for?

Tim Barrett, Cfa, Aif® works for Evercore Wealth Management, LLC.

What is Tim Barrett, Cfa, Aif®'s role at Evercore Wealth Management, LLC?

Tim Barrett, Cfa, Aif® is listed as Partner, Portfolio Manager at Evercore Wealth Management, LLC.

Where is Tim Barrett, Cfa, Aif® based?

Tim Barrett, Cfa, Aif® is based in San Francisco, California, United States while working with Evercore Wealth Management, LLC.

What companies has Tim Barrett, Cfa, Aif® worked for?

Tim Barrett, Cfa, Aif® has worked for Evercore Wealth Management, Llc, Mt. Eden Investment Advisors, Weiss, Peck & Greer, Sand Hill Advisors, and Verissimo Research & Management.

Who are Tim Barrett, Cfa, Aif®'s colleagues at Evercore Wealth Management, LLC?

Tim Barrett, Cfa, Aif®'s colleagues at Evercore Wealth Management, LLC include Jennifer Joseph, Victoria Iglesias Kaufman, Kylie Noll, Elizabeth Crimmins, and Karen P Francois.

How can I contact Tim Barrett, Cfa, Aif®?

You can use AeroLeads to view verified contact signals for Tim Barrett, Cfa, Aif® at Evercore Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Tim Barrett, Cfa, Aif® attend?

Tim Barrett, Cfa, Aif® holds Mpia, International Management from Uc San Diego School Of Global Policy And Strategy (Gps).

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