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Barton B

Series 63, Series 65

Southlake, TX

Merrill

Barton Bonney serves as Resident Director at Merrill Lynch Wealth Management. He brings over 22 years of experience in finance and investment to his role, having previously held the position of Executive Director at JP Morgan Private Bank. There, he concentrated on endowments and foundations, private equity managers and firms, and high net worth families. Before this, Barton spent 16 years in institutional equities, supporting portfolio managers and analysts at hedge funds, investment advisors, and state pension funds with their investment decisions. He managed the institutional desk in Dallas for Lehman Brothers and subsequently for Barclays Capital. Barton earned a Bachelor of Arts degree from Southern Methodist University. Beyond his professional work, Barton served 12 years on the Board of Directors of Capital For Kids, an organization dedicated to supporting North Texas children. He resides in Southlake, Texas, with his wife, Andrea, and they have one son, Harrison. His personal interests include camping, fishing, golfing, hiking, and hunting.

Wealth management Private / alternative investments
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