Profile
Ms. Lorie L.
Barton is an Assistant Operations Manager at Colonial Trust Advisors, Inc. She is responsible for all trading activity, and she assists firms Operations Manager.
Lorie L. Barton active positions
| Companies | Position | Start |
|---|---|---|
Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends. | Trading-Equity | - |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Colonial Trust Advisors, Inc.
Colonial Trust Advisors, Inc. Investment ManagersFinance Colonial Trust builds portfolios tailored to the unique investment goals of each client. Portfolios are managed with a combination of active equity and fixed income instruments and low-cost passive exchange-traded funds (ETFs). The firm constructs portfolios consistent with their quality, long-term oriented investment philosophy. They employ a disciplined top-down investment approach to identify economic, business, demographic, technological and public policy trends. | Finance |
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