Bari Latterman, Senior Investment Advisor

Ms. Latterman has been in the securities industry for over 17 years as a senior investment associate and executive sales assistant. Ms. Latterman serves as Senior Investment Advisor and as Senior Client Associate at Alexander Capital. In these roles, she is team leader and key coordinator between staff, Alexander clients, and the Company’s Managing Directors. She has coordinated efforts both in investment banking and wealth management divisions to enhance client experience and streamline services delivered to Alexander Capital clients. Ms. Latterman has expertise in all client matters including trading, performance reporting, tax issues and interfacing with correspondent banks. During her 17-year career, Ms. Latterman also served in similar roles and titles at Ladenberg Thalman, LP and Lehman Brothers.

Ms. Latterman is a graduate of CUNYQueens College, with a degree in accounting.

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