M. L. Graeme Campbell, CFP®

Graeme joined Barrett Asset Management as a Partner in 2017. In February 2021, Graeme was named as an Executive Partner and is currently responsible for the overall leadership and management of the firm, with a focus on client experience and strategic initiatives, and is a member of the firm’s Executive Committee. Graeme brings deep experience, insight and strategic vision to the cultivation of client relationships and the growth of the firm. She serves as an advocate for wealth creators and their families, specializing in collaborating with multi‐generational family relationships and their trusted advisors to create tailored wealth solutions. In addition to serving as a member of the firm’s Investment Committee and managing client portfolios, she is a Portfolio Manager.

“The most courageous act is still to think for yourself. Aloud.”

—Coco Chanel

Before joining Barrett, Graeme was Senior Vice President and Director of Wealth Management at Inverness Counsel, where she was responsible for private client relationships, was a member of the Investment Committee and developed strategic client programs for the high-net-worth, 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. Previous to that, she was an Associate at Strategic Capital Resources, where she worked closely with entrepreneurs in early‐ stage financing and business plan development.

Graeme has been recognized numerous times by the wealth management industry for her depth of knowledge, expertise and passion, including having been selected by Private Asset Management as one of “The 50 Most Influential Women in Private Wealth.”

Graeme holds a BS in Business with a concentration in International Affairs from Skidmore College and an MBA, with a concentration in Finance, from New York University’s Stern School of Business. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a member of the New York Society of Security Analysts and the Financial Planning Association. Additionally, Graeme completed training with the philanthropy consultancy 21/64 in the Virtual Approach. She serves on the Board of Trustees of her alma mater, Skidmore College, as well as a public charity that focuses on youth and entrepreneurship. Graeme is a passionate advocate for financial literacy and entrepreneurship for youth and wealth creators. Graeme lives on the Upper West Side of Manhattan with her family. She enjoys travel, athletics, music and visiting Maine, where she grew up.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Independent Thinking. Tailored Solutions.