Danielle Barrett of Brown Advisory is a member of XPX New York

Danielle Barrett

Client Advisor

New York, New York

Professional Profile

Call Me When

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.

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    Functional Expertise

  • Family business
  • Investments
  • Philanthropy
  • Strategic planning
  • Exit/Transition Planning
  • Business Focus

    I'm focused on family and closely-held businesses.

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Health/Pharma/Biotech
  • Real Estate/Construction
  • Client Results

    Membership

    New York Emerging Professional

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Programming Committee

    Why I'm a Member of XPX

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