SG
Silvia Germosen
Client Service Specialist at Barrett Asset Management,
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Work Experience
Client Service Specialist
May 2015 - Present · 9 years and 7 months
zesiger capital group
Assistant Administrator
Jul 2000 - Mar 2015 · 14 years and 8 months
Banking Assistant
May 1998 - Jul 2000 · 2 years and 2 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
LinkedinFacebookTwitter
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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