Barrett provides investment consulting services to private families, corporate executives, nonprofit organizations, family trusts and other substantial investors. He services clients by providing advice and expertise on portfolio design, asset allocation, investment policy statements, manager search process and overall investment management. Barrett graduated from Clemson University with a BS in Business Management and a minor in Finance and is a Certified Financial Planner (CFP®). In his free time, Barrett enjoys reading, sports and traveling with his wife Stefanie and daughter Riley.
