Chris Barrett
Wealth Advisor at Prosperity - An EisnerAmper Company
- Role
- Wealth Advisor at Prosperity - An Eisneramper Company
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Chris Barrett
Chris Barrett is a Wealth Advisor with Prosperity. With nearly a decade of experience…
Experience
Wealth Advisor
Prosperity - An Eisneramper Company
Sep 2025 — Present · US
Chris Barrett is a Wealth Advisor with Prosperity. With nearly a decade of experience, Chris works with individuals, families, and businesses to develop personalized financial planning strategies. He helps clients harmonize investment, retirement, and corporate equity decisions into cohesive plans that align with financial goals. Chris takes a holistic approach to advising, providing comprehensive support that spans individual wealth management and corporate planning. A key focus of his work is helping clients navigate equity-based financial decisions, like restricted stock units, non-qualified stock options, and incentive options to ensure they are seamlessly incorporated into broader financial strategies. Before joining Prosperity, Chris was a Partner and financial advisor with The Bolotin Financial Group, a Boston-based wealth advisory firm.
Education
Isenberg School of Management, UMass Amherst
Bachelor of Business Administration - BBA
Universitat Autònoma de Barcelona
International Finance
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