John Barrett, CAP®, CIMA®, CRPC®, joined Merrill Lynch Wealth Management in 1986. He develops disciplined and long-term investment strategies for his clients, and guides philanthropic organizations through wealth management strategies. John also offers access to philanthropic consulting through the Bank of America’s Institutional Investment & Philanthropic Solutions Group. He has been a featured speaker at the Securities Industry Association’s conference at The Wharton School, and serves on the firm’s Global Institutional Consulting Advisory Council to Management.
Licenses and Certifications