Jim Barrett Email & Phone Number
Partner @ Heritage Holdings
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Jim Barrett Location
- London, GB
Jim Barrett Work
- 2025 -now Partner @
- 2013 -2025 Managing Director @
- 2012 -2013 Vice President, Financial Advisor (ML Wealth Management UK acquired by Julius Baer) @
- 2006 -2012 Financial Investment Professional @
Jim Barrett Education
- University College Cork 2002-2006
Jim Barrett Skills
- Fixed Income
- Equities
- Alternative Investments
- Hedge Funds
- Wealth Management
- Asset Managment
- Derivatives
- Portfolio Management
- Investments
- Investment Strategies
- Investment Management
- Asset Management
- Private Banking
- Asset Allocation
- Finance
- Investment Banking
- Wealth
- Public Speaking
- Strategy
- Microsoft Excel
- Financial Reporting
Jim Barrett Summary
- Jim Barrett, based in London, GB, is currently a Partner at Heritage Holdings. Jim Barrett brings experience from previous roles at Julius Baer, Merrill Lynch and Goldman Sachs. Jim Barrett holds a 2002 - 2006 University College Cork. With a robust skill set that includes Fixed Income, Equities, Alternative Investments, Hedge Funds, Wealth Management and more. Jim Barrett has 3 emails and 2 mobile phone numbers on RocketReach.
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