![Brian Alan Barker](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Brian Alan Barker
Directeur en chef des Investissements chez
Private Capital Management LLC (Colorado)
Profil
Mr. Brian A. Barker is on the Board of Directors at South State Advisory, Inc. He is a member of the Investment Management Consultants Association, the Greenville Estate Planning Council and the Spartanburg Estate Planning Council.
He is a member of the Piedmont Economics Club, the Investment Institute and a past president for the South Carolina Financial Planning Association chapter.
He is a board member of SC Economics, the Innovate Fund, and the board chair of the City of Greenville’s Firemen’s Pension Fund.
Prior to joining South State Bank, Mr. Barker was a regional portfolio manager for a large east coast bank serving Upstate South Carolina and Western North Carolina.
Mr. Barker graduated from Clemson University with a B.S.
in Economics.
He received his MBA from the University of South Carolina.
He is a Certified Financial Planner and an Accredited Investment Fiduciary.
Postes actifs de Brian Alan Barker
| Sociétés | Poste | Début |
|---|---|---|
Private Capital Management LLC (Colorado)
 Private Capital Management LLC (Colorado) Investment ManagersFinance SSPCM creates actively-managed, diversified portfolios comprised primarily of no-load mutual funds and ETFs. The firm uses fundamental analysis and relies on a combination of research materials from third parties and direct research with investment sponsors. | Directeur en chef des Investissements | 01/01/2026 |
Anciens postes connus de Brian Alan Barker
| Sociétés | Poste | Fin |
|---|---|---|
South State Advisory, Inc.
 South State Advisory, Inc. Investment ManagersFinance SSA uses a team approach in establishing and implementing their investment strategy. Their investment philosophy balances the higher return potential available in stocks with the relative historical safety available in cash and fixed income investments. They select stocks based on their average growth prospect and selling price. Fixed income investments are selected to seek safety of principal while pursuing the best available yield. | President | 27/02/2026 |
Minis & Co., Inc.
 Minis & Co., Inc. Investment ManagersFinance Minis & Co.'s investment objective is consistent, long-term growth of capital with relatively low risk. They believe that balanced accounts are appropriate for most investors. The percentage of the account invested in each of these three asset categories is determined by their client's particular needs and ability to assume risk. All portfolios are managed separately and are not commingled. Their investment philosophy balances the higher return potential available in stocks with the relative safety available in cash and fixed-income investments. The firm's stock selection strategy is based upon selecting stocks with above average growth prospects selling at reasonable prices. Their fixed-income strategy is based upon ensuring safety of principal while pursuing the best available yield. In selecting stocks, primary emphasis is placed on liquidity, quality and growth. Minis & Co. invests solely in US traded securities. Stocks must have the potential for above average total return over a one to two year time horizon. Liquidity and quality are also stressed, with quality measured by analyzing financial strength, growth and stability of profits, and management competence. Once a stock achieves its potential return, at least a portion is sold. The firm does not add to a losing position. Instead, when investment mistakes are made the entire position is sold. For cash and equivalents, Minis uses money market funds and US Treasury Bills. When investing in the fixed-income market, US Treasury Notes and Bonds and, if appropriate, investment-grade municipals are acquired. Rarely, they will purchase Federal agency or high quality corporate bonds. Their approach is to ladder maturities out as far as ten years. | Gestionnaire de Portefeuille-Actions | 20/05/2019 |
SCBT Financial Corp. (Investment Management)
 SCBT Financial Corp. (Investment Management) Investment ManagersFinance SCBT Financial Corp. tends to invest in the stocks of US large-cap companies in the health technology, consumer non-durables and energy minerals sectors | Directeur en chef des Investissements | 26/07/2013 |
Wachovia Bank NA (Charlotte, North Carolina)
 Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 30/09/2009 |
Norris Financial Group LLC
 Norris Financial Group LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/01/2003 |
Formation de Brian Alan Barker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
86
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Minis & Co., Inc.
Minis & Co., Inc. Investment ManagersFinance Minis & Co.'s investment objective is consistent, long-term growth of capital with relatively low risk. They believe that balanced accounts are appropriate for most investors. The percentage of the account invested in each of these three asset categories is determined by their client's particular needs and ability to assume risk. All portfolios are managed separately and are not commingled. Their investment philosophy balances the higher return potential available in stocks with the relative safety available in cash and fixed-income investments. The firm's stock selection strategy is based upon selecting stocks with above average growth prospects selling at reasonable prices. Their fixed-income strategy is based upon ensuring safety of principal while pursuing the best available yield. In selecting stocks, primary emphasis is placed on liquidity, quality and growth. Minis & Co. invests solely in US traded securities. Stocks must have the potential for above average total return over a one to two year time horizon. Liquidity and quality are also stressed, with quality measured by analyzing financial strength, growth and stability of profits, and management competence. Once a stock achieves its potential return, at least a portion is sold. The firm does not add to a losing position. Instead, when investment mistakes are made the entire position is sold. For cash and equivalents, Minis uses money market funds and US Treasury Bills. When investing in the fixed-income market, US Treasury Notes and Bonds and, if appropriate, investment-grade municipals are acquired. Rarely, they will purchase Federal agency or high quality corporate bonds. Their approach is to ladder maturities out as far as ten years. | Finance |
Wachovia Bank NA (Charlotte, North Carolina)
Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Finance |
Clemson University
 Clemson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
South State Advisory, Inc.
South State Advisory, Inc. Investment ManagersFinance SSA uses a team approach in establishing and implementing their investment strategy. Their investment philosophy balances the higher return potential available in stocks with the relative historical safety available in cash and fixed income investments. They select stocks based on their average growth prospect and selling price. Fixed income investments are selected to seek safety of principal while pursuing the best available yield. | Finance |
Private Capital Management LLC (Colorado)
Private Capital Management LLC (Colorado) Investment ManagersFinance SSPCM creates actively-managed, diversified portfolios comprised primarily of no-load mutual funds and ETFs. The firm uses fundamental analysis and relies on a combination of research materials from third parties and direct research with investment sponsors. | Finance |
Norris Financial Group LLC
Norris Financial Group LLC Investment ManagersFinance Provides investment advice | Finance |
SCBT Financial Corp. (Investment Management)
SCBT Financial Corp. (Investment Management) Investment ManagersFinance SCBT Financial Corp. tends to invest in the stocks of US large-cap companies in the health technology, consumer non-durables and energy minerals sectors | Finance |
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