Christina Bater, CFP®, RICP®

Chris joined Barrett Asset Management in 1984 and during her long tenure has held positions in Client Service, Family Office Administration, Equity Research and Portfolio Management. In addition to managing client portfolios, Chris, as the Director of Wealth Planning, works closely with multi‐generational family relationships and high‐net‐worth clients to manage a holistic wealth management approach, integrating the firm’s core investment advisory offerings with financial planning and wealth management solutions.

In addition to helping clients plan for and navigate points of transition in their lives, such as college planning, retirement income planning and divorce planning, she advises on their tax planning, trust and philanthropic needs, often serving as trustee and executrix for family trusts and estates.

Chris is recognized by the wealth management industry for her depth of knowledge, expertise and passion, including having been selected by Forbes as one of “Top Women Wealth Advisors”in the US.

“You’re gonna need a bigger boat.”

—Sheriff Brody, “Jaws”

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.

The RICP® The RICP® certification mark is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission

Independent Thinking. Tailored Solutions.