George Barrett, CAIA

CLIENT RELATIONSHIP MANAGER

George Barrett, CAIA, joined Polaris Capital Management, LLC in October 2017 as a Client Service Associate. He was promoted to Senior Client Service Associate in January 2021; in September 2024, he was named a client relationship manager. He works cooperatively with the client service team to address new and existing business, respond to investment queries, contribute to marketing and assist in general administration. 

Prior to joining Polaris, Mr. Barrett spent two years at Windham Capital Management serving as a business development associate. Previously, he was a client service analyst at Wellington Management Company, LLP and a client account manager at Brown Brothers Harriman. Mr. Barrett earned a bachelor’s degree in management from Gettysburg College in Pennsylvania. He holds the Chartered Alternative Investment Analyst (CAIA) designation.

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IMPORTANT INFO: RETIREMENT CALCULATOR

The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.

This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.

The information presented is based on objective analysis, but may not be the same that you find at a particular financial institution, service provider or specific product’s site. Polaris Capital and its employees are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Polaris is not responsible for any human or mechanical errors or omissions. All content, calculations, estimates, and forecasts are presented without express or implied warranties, including, but not limited to, any implied warranties of merchantability and fitness for a particular purpose or otherwise.

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