Chris Bater

Portfolio Manager-Equities at Barrett Asset Management LLC

Finance

Commercial Services

Consumer Services

Profile

Ms. Christina A.
Bater is a Director of Wealth Planning & Managing Director at Barrett Asset Management LLC, a Member at Financial Planning Association and The New York Society of Security Analysts, Inc. She joined the firm in April 2011 has climbed the ranks having held posts in Client Service, Family Office Administration, equity research and portfolio management.
In addition to her role as a Portfolio Manager, Ms. Bater acts as the firm’s in-house wealth manager and financial planner.
In that role, she assists clients in periods of transition with college planning, retirement income planning and projections, review of estate plans and insurance policies, eldercare advisement as well as divorce planning.
Ms. Bater was employed as a Managing Director by Barrett Associates, Inc. She received her B.S.
in Business Administration degree from State University of New York at Buffalo.

Chris Bater active positions

Companies	Position	Start
Barrett Asset Management LLC Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.	Portfolio Manager-Equities	2011-04-28
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	Corporate Officer/Principal	-
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.	Corporate Officer/Principal	-

All active positions of Chris Bater

Former positions of Chris Bater

Companies	Position	End
Barrett Associates, Inc. Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team	Analyst-Equity	2010-09-23

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Training of Chris Bater

State University of New York at Buffalo

Undergraduate Degree

Experiences
Positions held

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Connections

100 +

1st degree connections

1st degree companies

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Female

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Linked companies

Private companies	4
Barrett Associates, Inc. Barrett Associates, Inc. Investment ManagersFinance Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team	Finance
Barrett Asset Management LLC Barrett Asset Management LLC Investment ManagersFinance Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.	Finance
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	Commercial Services
The New York Society of Security Analysts, Inc. The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.	Commercial Services

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