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Barrett Walter Ayers
Plus aucun poste en cours
Profil
Barrett Walter Ayers formerly worked at Atria Investments, Inc., as President & Chief Executive Officer from 2023 to 2025, INVESCO Funds Group, Inc., as Principal, Morgan Stanley Investment Management, Inc., as MBS Trader, Broadridge Financial Solutions, Inc., as Principal, Wachovia Securities LLC, as Vice President-Product Management, Adhesion Wealth Advisor Solutions, Inc., as Executive Vice President-Product Management from 2009 to 2014, FMR LLC, as VP of Product Management, and Schwab Institutional, as Trader.
Mr. Ayers received his undergraduate degree from the University of Northern Colorado.
Anciens postes connus de Barrett Walter Ayers
| Sociétés | Poste | Fin |
|---|---|---|
Atria Investments, Inc.
 Atria Investments, Inc. Investment ManagersFinance Adhesion Wealth is a discretionary overlay portfolio manager (OPM) that implements the asset allocation strategy assigned to their clients by their Financial Advisor. The firm utilizes the specified strategies and models, along with proprietary analytical methodologies and proprietary tax management technology, to determine how to implement each client's accounts strategy. They employ a quantitative analytical method in the investment selection process. | Directeur Général | 01/04/2025 |
Adhesion Wealth Advisor Solutions, Inc.
 Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Provides wealth advisor solutions platform to independent financial advisors and wealth managers | Directeur Général | 27/03/2025 |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Corporate Officer/Principal | - |
INVESCO Funds Group, Inc.
 INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Corporate Officer/Principal | - |
Schwab Institutional
 Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Corporate Officer/Principal | - |
Formation de Barrett Walter Ayers
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
INVESCO Funds Group, Inc.
INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance MSIM’s investment strategies span the risk/return spectrum across geographies, investment styles and asset classes, including equity, fixed income, alternatives and private markets. When considering their clients’ unique investment profiles, the firm applies a holistic approach, with a goal of incorporating the different factors affecting investors’ investment decisions. The firm combines top-down country allocation with bottom-up stock selection and disciplined risk management. | Finance |
Broadridge Financial Solutions, Inc.
 Broadridge Financial Solutions, Inc. Information Technology ServicesTechnology Services Provides investor communications and technology-driven solutions | Technology Services |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Adhesion Wealth Advisor Solutions, Inc.
Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Provides wealth advisor solutions platform to independent financial advisors and wealth managers | Commercial Services |
University of Northern Colorado
 University of Northern Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Finance |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Provides financial advisory services | Finance |
Atria Investments, Inc.
Atria Investments, Inc. Investment ManagersFinance Adhesion Wealth is a discretionary overlay portfolio manager (OPM) that implements the asset allocation strategy assigned to their clients by their Financial Advisor. The firm utilizes the specified strategies and models, along with proprietary analytical methodologies and proprietary tax management technology, to determine how to implement each client's accounts strategy. They employ a quantitative analytical method in the investment selection process. | Finance |
