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Owen W. Gilmore
Associate Managing Director at Barrett Asset Management,
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Work Experience
May 2017 - Present · 7 years and 7 months
Associate Managing Director
Jan 2019 - Present · 5 years and 11 months
Research Analyst
Jan 2018 - Dec 2018 · 11 months
Associate Managing Director And Portfolio Manager At Barrett Asset Management
May 2017 - Present · 7 years and 7 months
Company Details
Since 1937, Barrett has been putting its clients first - working to help each of them achieve their goals and aspirations. Barrett is an investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client's objectives for income and growth through suitable asset allocation and individual investment selections. Our professionals pride themselves on their accessibility, hold an unwavering commitment to addressing clients' needs and are jointly responsible for portfolio management, wealth planning and client contact. Important Disclosures: https://www.barrettasset.com/wp-content/uploads/2020/08/SocialMediaDisclosuresAugust2020.pdf
Year Founded
1937
Social Media
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Industry
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HQ Location
90 Park Avenue 34th Floor US,NY,New York,10016
Keywords
Investment ManagementWealth ManagementPortfolio ManagementFinancial PlanningRetirement Cash flow PlanningPhilanthropic AdvisementIntergenerational Wealth TransferEstate PlanningFinancial Guidance in Life Transitions
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