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
Keylinks
More profiles to browse
MM
Mike Murphy
Wealth Manager
RD
Robert Driscoll
National Sales Manager
Michael Galvin
Executive Managing Director
JG
Jennifer Gates
Wealth Manager and Senior Financial Advisor
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University