Tim Barrett's Location
San Francisco, CA, US
Tim Barrett's Work
- Partner, Portfolio Manager @ Evercore Wealth Management, LLC
- Partner, Director of Portfolio Management @ Mt. Eden Investment Advisors
- Vice President, Portfolio Manager @ Weiss, Peck & Greer
- Director of Research and Portfolio Manager @ Sand Hill Global Advisors
- Research Analyst @ Verissimo Research & Management
- Research Analyst @ William O'Neil & Co.
Tim Barrett's Education
- UC San Diego School of Global Policy and Strategy (GPS)
MPIA (International Management)
1992 - 1995 - University of California, Berkeley
BA (2) with Honors (Political Economy & German)
1988 - 1992
Tim Barrett's Skills
- Asset Allocation
- Portfolio Management
- Investments
- Practice Management
- Equity Research
- Performance Analysis
- Performance Attribution
- Managerial Experience
- Investment Management
- Wealth Management
Tim Barrett's Summary
Tim Barrett, based in San Francisco, CA, US, is currently a Partner, Portfolio Manager at Evercore Wealth Management, LLC, bringing experience from previous roles at Mt. Eden Investment Advisors, Weiss, Peck & Greer, Sand Hill Advisors and Verissimo Research & Management. Tim Barrett holds a 1992 - 1995 MPIA in International Management @ UC San Diego School of Global Policy and Strategy (GPS). With a robust skill set that includes Asset Allocation, Portfolio Management, Investments, Practice Management, Equity Research and more, Tim Barrett contributes valuable insights to the industry. Tim Barrett has 1 email on RocketReach.
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Mike Seppelt
Partner and Portfolio Manager at Evercore Wealth Management, LLC
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