Aif John Barrett

John Barrett, AIF has a diverse work experience spanning multiple industries. John started their career as a Camp Counselor at YMCA of the Triangle in 2012. In 2016, they interned at both WakeMed and Apex Chamber of Commerce, gaining experience in financial and strategic planning as well as general business operations. John then joined Vanguard as a Brokerage Investment Professional in 2017 before moving on to BB&T as an Investment Analyst in 2018. In 2019, they took on the role of Assistant Vice President, Institutional Portfolio Manager at Truist. Currently, John is serving as an Associate Director - Institutional Client Analyst at Sterling Capital Management LLC, where they started in August 2021.

John Barrett, AIF holds a Bachelor of Business Administration (B.B.A.) degree in Finance, which they obtained from North Carolina State University between the years 2013 and 2017. In 2016, they briefly studied Business Administration, Management, and Operations at Shanghai University. John also possesses additional certifications, including the AIF certification from Fi360 (now Broadridge), which they obtained in August 2020. John is also registered for the Series 63, Series 65, and Series 7 certifications with FINRA, although the specific dates of obtaining these certifications are not provided.