Gil Barrett
Managing Director at BMO Family Office | San Francisco Bay Area
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Managing Director at BMO Family Office in February 2022 to Present
Senior Client Strategist, Principal at BNY Mellon Wealth Management in February 2020 to January 2022
Client Strategist at BNY Mellon Wealth Management in February 2016 to January 2020
Senior Director, V.P. at BNY Mellon Wealth Management in August 2011 to January 2016
Director at Institutional Liability Management, LLC in January 2009 to January 2011
Institutional Senior Relationship Manager, V.P. at Fisher Investments Institutional Group in January 2002 to January 2009
Senior Investment Specialist at Charles Schwab in January 2000 to January 2002
Institutional Equity Trader at Montgomery Securities, LLC (Banc of America Securities, LLC) in January 1998 to January 2000
e.Schwab Team Leader at Charles Schwab in January 1996 to January 1998
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Investments
Alternative Investments
Asset Allocation
Wealth Management Services
Asset Management
Investment Strategies
Finance
Investment Management
Business Development
Wealth
CRM
Wealth Management
Socially Responsible Investing
Institutional Investments
Equities
Client Relationship Building
Surfing
Sustainable Business
Concentrated Stock Management
Mountain Biking
Tennis
Financial Services
Retirement Planning
International Investments
Institutional Relations
Private Wealth Management
Cultivating Relationships
Institutional Investors
Wealth Transfer Planning
Hedge Funds
Keen Listener
Proactive Monitoring
Team Leadership
Risk Analysis
Collaboration
Transparency
Portfolio Management
Management
Mutual Funds
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Discover more about BMO Family OfficeWhat is Gil Barrett email address?
Email Gil Barrett at [email protected] and [email protected]. This email is the most updated Gil Barrett's email found in 2026.
How to contact Gil Barrett?
To contact Gil Barrett send an email to [email protected] or [email protected].
What company does Gil Barrett work for?
Gil Barrett works for BMO Family Office
What is Gil Barrett's role at BMO Family Office?
Gil Barrett is Managing Director
What is Gil Barrett's Phone Number?
Gil Barrett's phone (**) *** *** 357
What industry does Gil Barrett work in?
Gil Barrett works in the Investment Management industry.
Gil Barrett Email Addresses
Gil Barrett Phone Numbers
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