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MEMBER PROFILE

 

Danielle Barrett

Brown Advisory

 

Member profile details

Membership level
New York Emerging Professional - Original
First name
Danielle
Last name
Barrett
Suffix
Barrett
Title
Client Advisor
Company
Brown Advisory
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
a family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.
Profession
  • Wealth Manager
Functional Expertise
  • Exit/Transition Planning
  • Family business
  • Investments
  • Philanthropy
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
In Business Since
2010
Business Focus
I'm focused on family and closely-held businesses.
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