Mick BarrettMick Barrett, AIF®Investment Associate
About Mick
Mick is an Investment Associate with the Carroll Group at J.P. Morgan in Philadelphia. Mick advises individuals, families, retirement plans and foundations on their entire balance sheets, with a focus on investment management, estate planning, banking and lending. He first joined J.P. Morgan as a Private Banking Summer Analyst in 2017, and returned in a full-time role upon his graduation the following year. Mick joined the Carroll Group as an Investment Associate in May 2022.
Mick graduated with honors from The Wharton School at the University of Pennsylvania, earning a BS in Economics with concentrations in Finance and Operations, Information & Decisions. Prior to his time at Wharton, Mick graduated from LaSalle College High School in Wyndmoor, PA. Currently, he is pursuing a JD from Temple University's Beasley School of Law.
Outside of the office, Mick enjoys recreational sports with friends and also coaches CYO basketball at Saint Alphonsus Parish in his hometown of Maple Glen, PA. He currently resides in the Fairmount section of Philadelphia.
Mick holds FINRA SIE and Series 7, 63, 65 licenses and the Accredited Investment Fiduciary® (AIF®) designation.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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October 9, 2026Earnings strength is spreading beyond the handful of mega-cap names that have dominated index-level returns.Read NowMake philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowOil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
October 6, 2026Maxing out your 401(k) contributions is a good start, but long-term investing shouldn’t stop there. Learn more here.Read NowSecurities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowA calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowWhich industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowHow an annuity can help you plan for retirement
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