Chris Barr
Membre du Comité d'Investissement chez Tiller Private Wealth, Inc.
Profil
Mr. Christopher R.
Barr is a Portfolio Operations Manager at Tiller Private Wealth, Inc. He joined in 2019, bringing to the firm 14 years of experience in portfolio management and advanced trading.
Based in Pennsylvania office, he is responsible for firm-wide trading, strategic portfolio rebalance work and implementing portfolio reallocation strategies.
He is also a member of our Investment Committee.
Prior to joining the firm, he held investment management and trading roles at The Haverford Trust Company, Richards, Meli & Associates and McQueen, Ball & Associates.
He received a BA in Business from The Pennsylvania State University.
Postes actifs de Chris Barr
| Sociétés | Poste | Début |
|---|---|---|
Tiller Private Wealth, Inc.
 Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | Membre du Comité d'Investissement | 01/01/2019 |
Anciens postes connus de Chris Barr
| Sociétés | Poste | Fin |
|---|---|---|
McQueen, Ball & Associates, Inc.
 McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Analyst-Equity | 01/01/2019 |
| The United States Army (District of Columbia) | Corporate Officer/Principal | - |
The Haverford Trust Co.
 The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Corporate Officer/Principal | - |
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Formation de Chris Barr
| The Pennsylvania State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
McQueen, Ball & Associates, Inc.
McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates. | Finance |
| Smith Barney & Co., Inc. | Finance |
The Haverford Trust Co.
The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Finance |
| The United States Army (District of Columbia) | Government |
Tiller Private Wealth, Inc.
Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | Finance |
