Tina M. Nicolosi

Tina joined Barrett Asset Management in 2022. She brings deep experience and a commitment to the delivery of an exceptional...

Michael Dunlevy

Barrett Mentor(s): Amy Kong, CFA and E. Wells Beck, CFA Current Position: MBA ’23 Candidate, Columbia University Business School, NY...

Mabeth Irene Vicera

Mabeth joined Barrett Asset Management in 2022. In her role, Mabeth is dedicated to supporting client relationships with a focus...

Duncan Turnbull

Barrett Mentor(s): Robert J. Milnamow, John G. Youngman Current Position:Strategic Consultant for the US Department of Defense “Interning at Barrett...

Tim Terescuzuk

Barrett Mentor(s): E. Wells Beck, CFA, Robert J. Milnamow, Owen W. Gilmore, CFA Current Position: Managing Director of Gradatim Capital...

Nathan Montone

Barrett Mentor(s): John G. Youngman, Robert J. Milnamow Current Position: CEO, Founder of M31 Capital Partners “Because of how knowledgeable...

Zoe Carter

Barrett Mentor(s): M. L. Graeme Campbell, CFP® Current Position: College Student, The College of Wooster, OH Zoe Carter is a...

Larry Nakamura, IACCP

Larry serves as Barrett’s Chief Compliance Officer. Additionally, he is Vice President, Head of CI Private Wealth (U.S.) Compliance, responsible...

Amy Kong, CFA

Amy joined Barrett Asset Management in 2020, serves as the firm’s Chief Investment Officer and is a Portfolio Manager. With...

Robert J. Milnamow

Bob joined Barrett Asset Management in 2003 where his decades of experience and previous roles as President and Chief Investment...