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.


Richard Barrett
Chief Investment Officer, Partner
CW Advisors
United States, Massachusetts, Braintree
About Me
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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