Bert Dixon Barre
Compliance Officer bij Colonial Trust Advisors, Inc.
Profiel
Mr. Bert D.
Barre, CFA, is a Principal at Colonial Trust Advisors, Inc.
Prior to joining Colonial in 2001, Mr. Barre worked as an Equity Research Analyst with Wachovia Securities, Inc.
In 2003, he earned the Chartered Financial Analyst designation and he is a native of Spartanburg and a graduate of Washington and Lee University.
Actieve functies van Bert Dixon Barre
| Bedrijven | Functie | Begin |
|---|---|---|
Colonial Trust Advisors, Inc.
 Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina. | Compliance Officer | 01-01-2001 |
Eerdere bekende functies van Bert Dixon Barre
| Bedrijven | Functie | Einde |
|---|---|---|
Colonial Trust Group, Inc. (South Carolina)
 Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC. | Corporate Officer/Principal | 23-09-2013 |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | - |
Opleiding van Bert Dixon Barre
| Washington & Lee University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust Advisors, Inc. (Colonial Trust) is a SEC-registered investment advisor headquartered in Spartanburg, South Carolina. The firm was founded in 1996 as Colonial Asset Management, Inc. They are principally owned by Colonial Trust Group, Inc. Colonial Trust provides investment, fiduciary, and advisory services to individuals, families, and institutions across South Carolina. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
Colonial Trust Group, Inc. (South Carolina)
Colonial Trust Group, Inc. (South Carolina) Investment ManagersFinance Colonial Group, Inc. provides investment management services. Its services include estate tax planning, estate administration, trust services, personal representative of estates, investment strategy development, professional portfolio management, and corporate retirement planning services. The company was founded by R. B. Cleveland, Julian Calhoun and Thomas Screven in 1913 and is headquartered in Spartanburg, SC. | Finance |