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Barry N. Berlin
Directeur/Bestuurslid bij
The Woodruff Arts Center
Profiel
Mr. Barry N.
Berlin, CFA MBA, is a Managing Director & Senior Relationship Manager at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
He is a senior relationship manager and serves as head of Atlantic Trust’s Atlanta office, with more than 35 years of experience assisting high net worth families and their related interests.
Prior to joining AT Investment Advisers in March 2004, Mr. Berlin employed as a Managing Director by Stein Roe Investment Counsel LLC.
He spent more than 18 years in a similar capacity with Wachovia Bank where he worked entirely in subsidiaries serving wealthy families, foundations and endowments.
He established Wachovia’s wealth management presence in Atlanta in 1988 and has been active in a variety of civic and professional endeavors, frequently in a leadership role.
He also served as a Managing Director at Stein Roe Investment Counsel, Inc. He earned the Chartered Financial Analyst designation in 1982, and served on the governing body’s Council of Examiners from 1984 to 1988.
He has also held leadership roles with the Atlanta Society of Financial Analysts for several years and served as its president from 1998 to 1999.
Mr. Berlin earned a BSc in Commerce from the University of Virginia and a MBA from Northwestern University.
Actieve functies van Barry N. Berlin
| Bedrijven | Functie | Begin |
|---|---|---|
The Woodruff Arts Center
 The Woodruff Arts Center Specialty StoresRetail Trade Operates as an art center | Directeur/Bestuurslid | - |
Eerdere bekende functies van Barry N. Berlin
| Bedrijven | Functie | Einde |
|---|---|---|
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Portefeuillebeheerder-Aandelen | 31-12-2003 |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Corporate Officer/Principal | 28-02-2003 |
Wachovia Bank of Georgia, NA
 Wachovia Bank of Georgia, NA Major BanksFinance National Commercial Banks | Corporate Officer/Principal | 31-12-2000 |
Atlanta Society of Financial Analysts | President | 01-01-1999 |
Opleiding van Barry N. Berlin
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
96
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Portfolio managers, research analysts and investment strategists work together to construct the most appropriate portfolio to meet each client's objectives. Growth stocks serve as the core of every client's equity portfolio. In addition, Stein uses opportunity stocks to provide an element of balance and diversity in each portfolio. Opportunity stocks include attractively priced companies with more modest growth rates as well as special situations that are value driven. Their fixed-income investment process incorporates both top-down and bottom-up factors by emphasizing three key components: yield curve management, sector analysis and individual security selection. After determining asset allocation guidelines in league with their clients, Roe employs a 'best of breed' approach to implementation over a variety of asset classes. For many of their clients they utilize external expertise in niche areas that complement their core portfolio structure (these may include small capitalization stocks, international equities and alternative investments). | Finance |
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Bank of Georgia, NA
Wachovia Bank of Georgia, NA Major BanksFinance National Commercial Banks | Finance |
The Woodruff Arts Center
The Woodruff Arts Center Specialty StoresRetail Trade Operates as an art center | Retail Trade |
Atlanta Society of Financial Analysts |
