NEW YORK (PRWEB)
February 26, 2020
Barrett Asset Management, LLC, announced that Amy Kong, CFA joined its firm and will serve as its new Chief Investment Officer. Amy joins as a Partner of the firm and will also hold the titles of Managing Director and Portfolio Manager. Prior to this announcement, Robert J. Milnamow has served as the firm’s Chief Investment Officer and President. Moving forward, Bob will retain the title of President and will be focusing on Barrett’s people and processes to help ensure the firm keeps pace with its growth and succession planning, and to continue to deliver the high level of performance and service to the firm’s clients.
Peter H. Shriver, CEO, said, “Amy brings an energy and depth of experience that complements our current team and helps ensure our firm is well positioned as a multi-generational firm serving multi-generational wealth. We couldn’t be more excited to have her join Barrett.”
During its eighty-three year history, Barrett has helped high-net-worth individuals, families and non-profit institutions cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm.
Prior to joining Barrett, Amy served as a Senior Portfolio Manager at Fiduciary Trust and oversaw approximately $1.5 billion in assets under management. In this role she advised high-net-worth individuals and families on their investments and wealth planning. Amy was an important contributor to the firm’s research process through her coverage of the Healthcare and Financial Services sectors, as well as her involvement in the firm’s core portfolio. Prior to Fiduciary Trust, Amy was a Senior Vice President and Senior Portfolio Manager at U.S. Trust for 12 years, where she worked directly with private clients, held research responsibilities and served as a Co-Portfolio Manager for the firm’s International Equity fund. Earlier in her career, Amy worked as a Credit Analyst at Moody’s.
Amy is also a contributor to various media sources including Reuters, Wall Street Journal, Bloomberg Business, CNN Money and Yahoo Finance.
Amy holds a BA with majors in both Economics and Mathematics from Barnard College, and an MBA from Columbia Business School. Additionally, she holds the Chartered Financial Analyst (CFA) designation. Amy lives in Brooklyn, NY with her family.
About Barrett Asset Management
Since 1937, Barrett has been putting its clients first—working to help each of them achieve their goals and aspirations. Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client’s objectives for income and growth through suitable asset allocation and individual investment selections. Barrett is a New York-based firm with more than $2.1 billion under management as of December 31, 2019. To learn more about Barrett, please visit http://www.barrettasset.com.
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