Profil
Mr. Frank Barlow, CFA, is a Partner at Barlow Wealth Partners LLC.
He currently serves on the Board of Cave Hill Cemetery and Junior Achievement of Kentuckiana.
He In his primary role, he is responsible for equity research and investment analysis.
He is also a member of the investment committee.
After nine years at Keefe, Bruyette & Woods (KBW) in the Corporate Finance and Equity Research departments, Frank joined Barry’s team at Merrill Lynch in 2016.
He received a B.A.
in Mathematics in 2007 from Washington and Lee University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Louisville.
He is also a Certified Exit Planning Advisor (CEPA)
Postes actifs de Frank Barlow
| Sociétés | Poste | Début |
|---|---|---|
Barlow Wealth Partners LLC
 Barlow Wealth Partners LLC Investment ManagersFinance Barlow Wealth Partners LLC provides investment advice. The private company is based in Louisville, KY. The company was founded in 2023 by Barry Owens Barlow. Barry Owens Barlow has been the CEO since 2023. | Analyst-Equity | 01/04/2023 |
Anciens postes connus de Frank Barlow
| Sociétés | Poste | Fin |
|---|---|---|
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Analyst-Equity | - |
Formation de Frank Barlow
| Washington & Lee University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Barlow Wealth Partners LLC
Barlow Wealth Partners LLC Investment ManagersFinance Barlow Wealth Partners LLC provides investment advice. The private company is based in Louisville, KY. The company was founded in 2023 by Barry Owens Barlow. Barry Owens Barlow has been the CEO since 2023. | Finance |
