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Barrett Asset Management, LLC Employee Directory

Financial ServicesNew York, United States11-50 Employees

Barrett Asset Management, LLC is a New York-based independent investment management firm focused on growth and preservation of wealth for individuals, families, trusts, and non-profit organizations. The firm tailors each portfolio to client objectives for income and growth through asset allocation and individual security selection, emphasizing accessibility and ongoing client contact across portfolio management and wealth planning responsibilities. Founded in 1937, Barrett positions itself within the financial services sector as a boutique provider that emphasizes customized solutions and a client-first approach. The company operates from New York City and serves high-net-worth and ultra-high-net-worth clients, addressing their needs for tailored investment strategies and comprehensive wealth management. A recent development noted is Barrett’s acquisition by CI Financial Corp. in 2021, signaling a strategic alignment within the broader asset and wealth management landscape.

Find Barrett Asset Management, LLC employees' phone numbers or email addresses

Barrett Asset Management, LLC Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Barrett Asset Management, LLC's Leadership

  • Stylized image of a person
    O. G.
    Associate Managing Director
    Mobile Phone
  • Stylized image of a person
    N. H.
    Office Manager Assistant
    Mobile Phone
  • Stylized image of a person
    J. W.
    Maintenance Technician
    Mobile Phone
  • Stylized image of a person
    C. R.
    Portfolio Administrator
    Mobile Phone

Barrett Asset Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Consultant
  • Finance
  • Legal
  • Other

Contact profiles from Barrett Asset Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    O. G.
    Associate Managing Director
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    N. H.
    Office Manager Assistant
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. W.
    Maintenance Technician
    Mobile Phone
    Apr 25, 2025
  • Stylized image of a person
    C. R.
    Portfolio Administrator
    Mobile Phone
    Aug 02, 2026

Frequently Asked Questions

What is Barrett Asset Management, LLC known for?

Minus sign iconPlus sign iconBarrett Asset Management, LLC was founded in 1937 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-212-983-****
. Explore Barrett Asset Management, LLC's company overview page for more information.

What is Barrett Asset Management, LLC's most common email format?

Minus sign iconPlus sign iconBarrett Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Barrett Asset Management, LLC email formats with LeadIQ.

How many employees does Barrett Asset Management, LLC have currently?

Minus sign iconPlus sign iconBarrett Asset Management, LLC has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Barrett Asset Management, LLC's key employees and leadership?

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As of July 2026, Barrett Asset Management, LLC's key employees include:

  • Associate Managing Director: O. G.
  • Office Manager Assistant: N. H.
  • Maintenance Technician: J. W.
  • Portfolio Administrator: C. R.

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