CoverProfile

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

More profiles to browse

KZ
Ken Zannoni
President & Chief Wealth Officer
MM
Mike Murphy
Wealth Manager
JG
Jennifer Gates
Wealth Manager and Senior Financial Advisor
Profile Photo
Michael Galvin
Executive Managing Director

You Might Like

KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management