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Tim Barrett
Gestionnaire de Portefeuille-Actions chez
Evercore Wealth Management LLC
Profil
Mr. Timothy B. Barrett, CFA, is Partner & Portfolio Manager at Evercore Wealth Management LLC.
He has over 20 years of investment experience.
Mr. Barrett joined the firm in 2012, following the acquisition of Mt.
Eden Investment Advisors, which he joined in 2004 as a founding partner.
Previously, he was a portfolio manager at Weiss, Peck & Greer and, earlier, the director of research at Sand Hill Advisors and a research analyst at Verissimo Research & Management.
Mr. Barrett received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego.
He holds the Chartered Financial Analyst designation, as well as the Accredited Investment Fiduciary designation.
He is a member of the CFA Institute and the CFA Society San Francisco.
Postes actifs de Tim Barrett
| Sociétés | Poste | Début |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Anciens postes connus de Tim Barrett
| Sociétés | Poste | Fin |
|---|---|---|
Robeco Weiss, Peck & Greer Investments
 Robeco Weiss, Peck & Greer Investments Investment ManagersFinance Robeco Weiss Peck & Greer Investment provides a broad range of product offerings, including taxable and tax-exempt fixed-income (both investment grade and below investment grade), equity and alternative investment strategies. Products are managed by individual specialized investment teams, each following its own disciplined investment philosophy, process and approach. Investment strategies are offered through separate accounts and commingled and mutual funds, the Robeco Investment Funds. | Analyst-Equity | 31/12/2003 |
Sand Hill Global Advisors LLC
 Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Directeur de la Recherche - Actions | - |
Mt. Eden Investment Advisors LLC
 Mt. Eden Investment Advisors LLC Investment ManagersFinance Mt. Eden Investment Advisors actively manages their clients' portfolios. They seek to add value through: (1) security and asset selection (2) strategic and cyclical asset allocation (3) risk control (4) tax-sensitive management and (5) customized portfolios addressing unique client objectives. The firm's core equity strategy employs a stock selection process that focuses on fundamental corporate valuation criteria with a slight bias toward growth at a reasonable price (GARP). They invest in the stocks of companies that, relative to the benchmark, have higher earnings growth and return on equity, lower or equal price-to-earnings ratios and lower debt-to capital ratios. In their balanced accounts, portfolio volatility is constrained by a laddered structure of separate bonds typically limited to intermediate term maturities. Diversification is assured through the size and number of positions. Mt. Eden invests in high credit quality ratings, typically A or better. Bond portfolios are not actively traded. The firm makes strategic adjustments in portfolio structure to capture opportunities based upon interest rate cycles, yield curve shifts and credit spreads. Mt. Eden also offers access to equity, fixed-income and alternative strategies through the use of outside managers. Equity strategies accessed through outside managers include international developed markets, international emerging markets and the small- and mid-cap markets. Fixed-income strategies accessed through outside managers include taxable investment-grade or high-yield corporate bonds, taxable and tax-exempt inflation-protected bonds and international fixed-income. Alternative investment strategies accessed through outside managers include multi-strategy hedge fund of funds, absolute return hedge funds and long/short hedge funds. Mt. Eden develops incremental diversification plans which move toward optimal risk/return characteristics over several tax years. | Fondateur | 27/02/2013 |
Formation de Tim Barrett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
94
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Robeco Weiss, Peck & Greer Investments
Robeco Weiss, Peck & Greer Investments Investment ManagersFinance Robeco Weiss Peck & Greer Investment provides a broad range of product offerings, including taxable and tax-exempt fixed-income (both investment grade and below investment grade), equity and alternative investment strategies. Products are managed by individual specialized investment teams, each following its own disciplined investment philosophy, process and approach. Investment strategies are offered through separate accounts and commingled and mutual funds, the Robeco Investment Funds. | Finance |
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mt. Eden Investment Advisors LLC
Mt. Eden Investment Advisors LLC Investment ManagersFinance Mt. Eden Investment Advisors actively manages their clients' portfolios. They seek to add value through: (1) security and asset selection (2) strategic and cyclical asset allocation (3) risk control (4) tax-sensitive management and (5) customized portfolios addressing unique client objectives. The firm's core equity strategy employs a stock selection process that focuses on fundamental corporate valuation criteria with a slight bias toward growth at a reasonable price (GARP). They invest in the stocks of companies that, relative to the benchmark, have higher earnings growth and return on equity, lower or equal price-to-earnings ratios and lower debt-to capital ratios. In their balanced accounts, portfolio volatility is constrained by a laddered structure of separate bonds typically limited to intermediate term maturities. Diversification is assured through the size and number of positions. Mt. Eden invests in high credit quality ratings, typically A or better. Bond portfolios are not actively traded. The firm makes strategic adjustments in portfolio structure to capture opportunities based upon interest rate cycles, yield curve shifts and credit spreads. Mt. Eden also offers access to equity, fixed-income and alternative strategies through the use of outside managers. Equity strategies accessed through outside managers include international developed markets, international emerging markets and the small- and mid-cap markets. Fixed-income strategies accessed through outside managers include taxable investment-grade or high-yield corporate bonds, taxable and tax-exempt inflation-protected bonds and international fixed-income. Alternative investment strategies accessed through outside managers include multi-strategy hedge fund of funds, absolute return hedge funds and long/short hedge funds. Mt. Eden develops incremental diversification plans which move toward optimal risk/return characteristics over several tax years. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
