Background
John Barrett, AIF®, Director, joined SCM in 2021 and has industry experience since 2017. John is an Institutional Client Strategist. 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 a brokerage investment associate for Vanguard Group, an investment analyst for BB&T Institutional Investment Advisers, and was most recently an investment manager for Truist Financial 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
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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