Chris Bater Email & Phone Number
Co-Lead Work, Wealth and Agency Collective @ Happy Valley Changemakers Collective
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Chris Bater Location
- New York, NY, US
Chris Bater Work
- Partner, Wealth Advisor at Corient (formerly Barrett Asset Management) @ (June 1984 - Present)
- Co-Lead Work, Wealth and Agency Collective @ (August 2026 - Present)
- Partner and Owner and Director of Financial Planning and Wealth Advisor @ Barrett Asset Management, LLC (June 1984 - August 2023)
Chris Bater Education
- New York University
CFP (Personal Financial Planning)
1990-1992 - University at Buffalo School of Management, The State University of New York
BS (Finance and Marketing)
1980-1984 - Bronx High School of Science 1976-1980
Chris Bater Skills
- Asset Management
- Estate Tax Planning
- Financial Advisory
- Financial Literacy
- Holistic Financial Planning
- Intergenerational Wealth Transfer
- Investment Advisory
- Investments
- Long-term Care
- Longevity Planning
- Non-profit Management
- Nonprofit Volunteering
- Personal Financial Planning
- Portfolio Management
- Retirement Income Strategies
- Retirement Planning
- Transition Planning
- Wealth Management
- Wealth Management Services
- Securities
- Renewable Energy
- Alternative Investments
- Equities
- Equity Research
- Mutual Funds
- Customer Service
- Marketing
- Television
Chris Bater Summary
- Chris Bater, based in New York, NY, US, is currently a Co-Lead Work, Wealth and Agency Collective at Happy Valley Changemakers Collective. Chris Bater brings experience from previous roles at Corient and Barrett Asset Management, LLC. Chris Bater holds a 1990 - 1992 CFP in Personal Financial Planning @ New York University. With a robust skill set that includes Asset Management, Estate Tax Planning, Financial Advisory, Financial Literacy, Holistic Financial Planning and more. Chris Bater has 1 emails on RocketReach.
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