Graeme Campbell

Graeme Campbell

Wealth Advisor servicing Private Clients, Multi-Generational Families, Trusts, and Non-Profit Organizations. | United States

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Work Experience

Corient

OMP, Wealth Advisor

2023-08-01 — Present

Corient (Legacy Barrett Asset Management, LLC)

Executive Partner | Managing Director

2021-02-01 — Present

Barrett Asset Management, LLC

Partner | Managing Director

2017-05-01 — Present

Inverness Counsel LLC

Senior Vice President, Director of Wealth Management

2015-01-01 — 2017-05-01

Inverness Counsel LLC

Senior Vice President, Portfolio Manager

2000-10-01 — 2017-05-01

Strategic Capital Resources

Associate

1998-01-01 — 2000-01-01

Skills

investment management wealth management portfolio management financial planning retirement cash flow planning philanthropic advisement intergenerational wealth transfer estate planning financial guidance in life transitions

Languages

English