Graeme Campbell

Wealth Advisor servicing Private Clients, Multi-Generational Families, Trusts, and Non-Profit Organi...
United States

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Graeme Campbell’s Email [email protected]

Graeme Campbell’s Phone Numbers +1 212 983 ****

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Graeme Campbell’s Location United States

Graeme Campbell’s Current Industry Corient Corient (Legacy Barrett Asset Management, LLC) Barrett Asset Management, LLC

Graeme Campbell’s Prior Industry Inverness Counsel LLC | Strategic Capital Resources

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Work Experience

Corient

OMP, Wealth Advisor

2023-08-01 - Present

Corient (Legacy Barrett Asset Management, LLC)

Executive Partner | Managing Director

2021-02-01 - Present

Barrett Asset Management, LLC

Partner | Managing Director

2017-05-01 - Present

Inverness Counsel LLC

Senior Vice President, Director of Wealth Management

2015-01-01 - 2017-05-01

Strategic Capital Resources

Associate

1998-01-01 - 2000-01-01

Skills

investment management wealth management portfolio management financial planning retirement cash flow planning philanthropic advisement intergenerational wealth transfer estate planning

Languages

FAQ About Graeme Campbell

Graeme Campbell is located at
United States

Graeme Campbell is a Wealth Advisor servicing Private Clients, Multi-Generational Families, Trusts, and Non-Profit Organizations.

Graeme Campbell currently works in the Corient | Corient (Legacy Barrett Asset Management, LLC) | Barrett Asset Management, LLC

Graeme Campbell speaks the following languages: English

Graeme Campbell has prior
experience in the following industries:
Inverness Counsel LLC | Strategic Capital Resources

Graeme Campbell has the following professional experience:
Corient | Corient (Legacy Barrett Asset Management, LLC) | Barrett Asset Management, LLC | Inverness Counsel LLC | Strategic Capital Resources