Barrett Wealth Connection

Specialties

Wealth Management

History

Established in 2012.

Personal service is a forgotten art. Since 2012, Barrett Wealth Connection’s staff provides individualized wealth management services and investment services to corporations, foundations and not-​for-​profit organizations.

Meet the Business Owner

Amy B.

Business Owner

Amy Barrett MBA, CFA, CFP®, CDFA™

Biography:

Amy’s career spans over thirty years including owning a membership at the Chicago Board of Trade and asset management for Lotsoff Capital Management, a Chicago-​based investment manager. In the past, she had held positions of Director of Investments, Chief Investment Officer, Principal and Financial Advisor. She speaks on a wide variety of topics at national and local venues. Amy is a contributor to the Wall Street Journal, Forbes, and other media outlets including television, the Internet, and radio.

Amy holds a Master of Business Administration degree from the University of Chicago where she specialized in finance and policy, and a Bachelor of Science degree from Cornell University. She has been awarded the Chartered Financial Analyst (CFA) charter and the Certified Financial Planner (CFP®) certificate. In addition, Amy has earned the Certified Divorce Financial Analysts (CDFA™) certificate.