Frank Barlow

Frank Barlow

Analyst-Equity at Barlow Wealth Partners LLC

Finance
Consumer Services

Profile

Mr. Frank Barlow, CFA, is a Partner at Barlow Wealth Partners LLC.
He currently serves on the Board of Cave Hill Cemetery and Junior Achievement of Kentuckiana.
He In his primary role, he is responsible for equity research and investment analysis.
He is also a member of the investment committee.
After nine years at Keefe, Bruyette & Woods (KBW) in the Corporate Finance and Equity Research departments, Frank joined Barry’s team at Merrill Lynch in 2016.
He received a B.A.
in Mathematics in 2007 from Washington and Lee University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Louisville.
He is also a Certified Exit Planning Advisor (CEPA)

Frank Barlow active positions

CompaniesPositionStart
Analyst-Equity 01/04/2023
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Former positions of Frank Barlow

CompaniesPositionEnd
Analyst-Equity -
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Training of Frank Barlow

Washington & Lee University Undergraduate Degree

Experiences
Positions held

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Private companies

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Connections

97

1st degree connections

3

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Linked companies

Private companies2

Finance

Finance

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