M. L. Graeme Campbell

M. L. Graeme Campbell, CFP®
Managing Director

 

Graeme Campbell joined Barrett Asset Management as a Managing Director in 2017. In serving as a member of our Investment Committee and managing client portfolios, Graeme specializes in collaborating with multi-generational family relationships and their trusted advisors to create tailored wealth solutions, as well as partnering on firm-wide strategic initiatives for our clients and the firm.

Graeme brings a depth of knowledge, expertise and passion, and has been recognized by the wealth management industry. In 2015, Graeme was recognized by Private Asset Management’s “The 50 Most Influential Women in Private Wealth,” for her innovative work with clients and peers.

Prior to joining Barrett, Graeme was Senior Vice President and Director of Wealth Management at Inverness Counsel, LLC from 2000-2017. At Inverness, she was responsible for Private Client relationships, was a member of the Investment Committee and developed strategic high-net-worth client programs, such as next-generation education, philanthropic initiatives and trusts and estate planning. Additionally, she served as trustee and officer for many clients’ family trusts and foundations. Prior to Inverness, Graeme worked as a Registered Sales Associate at UBS/Paine Webber. Before that, she was an Associate at Strategic Capital Resources, Inc., where she worked collaboratively with entrepreneurs in early-stage financing and business plan development.

Graeme earned a B.S. from Skidmore College in 1998 and an MBA with a concentration in Finance from New York University’s Stern School of Business in 2005. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a member of the New York Society of Security Analysts and the Financial Planning Association. Additionally, she serves on the board of a public charity that focuses on youth and entrepreneurship. Graeme is an impassioned advocate for wealth creators, their next generation and their families.

Graeme lives on the Upper West Side of Manhattan with her husband and two young children. She enjoys travel, athletics and music, and visiting Maine, where she grew up.

 

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