Barry N. Berlin

Barry N. Berlin

Director/Board Member at The Woodruff Arts Center

Finance
Consumer Services
Retail Trade

Profile

Mr. Barry N.
Berlin
, CFA MBA, is a Managing Director & Senior Relationship Manager at AT Investment Advisers, Inc. (formerly Atlantic Trust Private Wealth Management).
He is a senior relationship manager and serves as head of Atlantic Trust’s Atlanta office, with more than 35 years of experience assisting high net worth families and their related interests.
Prior to joining AT Investment Advisers in March 2004, Mr. Berlin employed as a Managing Director by Stein Roe Investment Counsel LLC.
He spent more than 18 years in a similar capacity with Wachovia Bank where he worked entirely in subsidiaries serving wealthy families, foundations and endowments.
He established Wachovia’s wealth management presence in Atlanta in 1988 and has been active in a variety of civic and professional endeavors, frequently in a leadership role.
He also served as a Managing Director at Stein Roe Investment Counsel, Inc. He earned the Chartered Financial Analyst designation in 1982, and served on the governing body’s Council of Examiners from 1984 to 1988.
He has also held leadership roles with the Atlanta Society of Financial Analysts for several years and served as its president from 1998 to 1999.
Mr. Berlin earned a BSc in Commerce from the University of Virginia and a MBA from Northwestern University.

Barry N. Berlin active positions

CompaniesPositionStart
Director/Board Member -
All active positions of Barry N. Berlin

Former positions of Barry N. Berlin

CompaniesPositionEnd
Portfolio Manager-Equities 2003-12-30
Corporate Officer/Principal 2003-02-27
Wachovia Bank of Georgia, NA Corporate Officer/Principal 2000-12-30
Atlanta Society of Financial Analysts President 1998-12-31
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Training of Barry N. Berlin

University of Virginia Undergraduate Degree
Northwestern University Graduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

6

1st degree companies

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Female

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Executives

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Linked companies

Private companies4

Finance

Wachovia Bank of Georgia, NA

Finance

Retail Trade

Atlanta Society of Financial Analysts

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