Bert Dixon Barre
Compliance Officer bei Colonial Trust Advisors, Inc.
Profil
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.
Aktive Positionen von Bert Dixon Barre
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ehemalige bekannte Positionen von Bert Dixon Barre
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Bert Dixon Barre
| Washington & Lee University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
