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Richard Barrett

Chief Investment Officer, Partner

CW Advisors

United States, Massachusetts, Braintree

About Me

PROFESSIONAL SUMMARY; Experienced investment professional who has led teams of investment talent and built/developed/managed investment process for institutional sized portfolios. Cross-asset class portfolio management expertise in major public markets, including US equities, fixed income, and HY/distressed credit markets. Ability to implement best-in-class institutional processes and an entrepreneurial approach to solving client problems.

Profile Information

Chief Investment Officer, Partner

CW Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Braintree

Massachusetts

United States

Oct 7, 2024

Work Experience

Congress Wealth Management, LLC

Chief Investment Officer, Partner
Sep 2016 - Present
Email: rbarrett@congresswealth.com

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