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Whitney Mynar Barker
Director Of Client Experience at Ironbridge Private Wealth
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Work Experience
Director Of Client Experience
Feb 2022 - Present · 2 years and 10 months
Assistant Relationship Manager
Aug 2021 - Feb 2022 · 6 months
Senior Wealth Advisor Client Associate
Dec 2019 - Jul 2021 · 1 years and 7 months
Company Details
We offer clients forward-thinking portfolio strategies, principled advice, deep understanding of financial markets, and an innovative fee structure. IronBridge Private Wealth was founded in Austin, Texas to combine the strength and resources of a large financial firm with the independence of a local company. We are true fiduciaries of our clients' wealth. Having real risk management strategies that adapt to changing market conditions, while understanding our clients' individual goals and objectives provides the foundation of true fiduciary service.
Year Founded
2017
Social Media
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Industry
Investment Management
HQ Location
6420 Bee Caves Rd Suite 201 Austin, Texas 78746, US
Keywords
Portfolio ManagementFinancial PlanningPrivate Equity AnalysisReal Estate AnalysisBusiness ValuationsWealth ManagementWealth PlanningTactical PortfoliosMarket Analysis
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