E. Wells Beck, CFA

Wells joined Barrett Asset Management in 2006. In February 2021, Wells was appointed as an Executive Partner of the firm and member of the firm’s Executive Committee. He is currently responsible for the overall leadership and management of the firm, with a focus on the financial oversight of the firm and continues to oversee the investment research expertise and capabilities of the Investment Committee as Director of Research. Wells continues to serve clients as a Portfolio Manager and is a co-manager for the firm’s two mutual funds.

“Know what you own and know why you own it.”

—Peter Lynch

Before joining Barrett, Wells was a Research Analyst at Haven Capital, a New York‐based investment firm, where he also supported institutional and private client relationships. Prior to that, he was with Prudential Securities, where he assisted in the coverage of companies in the industrial and financial service sectors. Before this, he worked at HSBC Securities Services UK and was based in London, where he was involved in equity research. Wells began his investment career at Oppenheimer Capital, following Asian equities.

Wells holds a BA from Princeton University with a major in Political Economy, received his MBA from New York University’s Stern School of Business and holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute. He lives in Connecticut with his wife and their three children.

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