Chris Bater

Chris Bater

Corporate Officer/Principal bei Financial Planning Association

Finance
Commercial Services
Consumer Services

Profil

Ms. Christina A.
Bater is a Director of Wealth Planning & Managing Director at Barrett Asset Management LLC, a Member at Financial Planning Association and The New York Society of Security Analysts, Inc. She joined the firm in April 2011 has climbed the ranks having held posts in Client Service, Family Office Administration, equity research and portfolio management.
In addition to her role as a Portfolio Manager, Ms. Bater acts as the firm’s in-house wealth manager and financial planner.
In that role, she assists clients in periods of transition with college planning, retirement income planning and projections, review of estate plans and insurance policies, eldercare advisement as well as divorce planning.
Ms. Bater was employed as a Managing Director by Barrett Associates, Inc. She received her B.S.
in Business Administration degree from State University of New York at Buffalo.

Aktive Positionen von Chris Bater

UnternehmenPositionBeginn
Corporate Officer/Principal -
Corporate Officer/Principal -
Alle aktiven Positionen von Chris Bater

Ehemalige bekannte Positionen von Chris Bater

UnternehmenPositionEnde
Portfolio Manager-Aktien 06.12.2023
Analyst-Equity 24.09.2010
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Ausbildung von Chris Bater

State University of New York at Buffalo Undergraduate Degree

Erfahrungen
Besetzte Positionen

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Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

100 +

Beziehungen ersten Grades

5

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

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Unternehmensverbindungen

Private Unternehmen4

Finance

Commercial Services

Commercial Services

Finance

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