Background
John Barrett, AIF®, Director, joined SCM in 2021 and has industry experience since 2016. John is an Institutional Client Strategist focusing primarily on servicing and growing the firm’s not-for-profit and governmental client segment. Previously at SCM, John served as a Senior Client Service Analyst with a focus on institutional client strategy. Prior to joining SCM, he served as an investment manager for Truist Financial Corporation, managing investment portfolios for institutional clients and consulting on qualified retirement plans. Prior to Truist, John was an investment analyst for BB&T Institutional Investment Advisers, where he also served as a member of the firm’s investment committee focusing on fixed income. Prior to BB&T, John was a brokerage investment professional at Vanguard Corporation. John received his B.S. in Business Administration with a concentration in Finance from North Carolina State University. He holds the Accredited Investment Fiduciary® designation.
Area of Focus
- Client strategist
- Not-for-profit and governmental solutions
Previous Experience
- Vanguard Group
- BB&T Institutional Advisers
- Truist Financial Corporation
Education
- B.S. in Business Administration from North Carolina State University
Affiliations & Professional Licenses
- AIF
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