John B. Barber
Director de Inversiones en TriVant Custom Portfolio Group LLC .
Perfil
Mr. John B.
Barber, CFA, is a Chief Investment Officer at TriVant Custom Portfolio Group LLC.
He brings two decades of financial expertise to the TriVant team.
He oversees all aspects of portfolio strategy decisions at TriVant.
He continues to develop proprietary computer models to enhance portfolio risk control for customized portfolios.
His career began at American Express as a Financial Advisor.
He later joined TD Waterhouse as an institutional fixed income trader, and soon progressed to responsibilities as a commodity broker and subsequently a Manager in the Trading Department.
At Fisher Investments, Inc., a $50 billion money manager, he was a senior Investment Counselor regarded as a specialist in customized portfolios.
His expertise regarding risk and hedging strategies was often sought and implemented by management.
Additionally, he was a member of the Small Cap Value research team.
He received his undergraduate degree from the University of Oregon.
He holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of San Diego.
Cargos activos de John B. Barber
Empresas | Cargo | Inicio |
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TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Director de Inversiones | 01/01/2003 |
Antiguos cargos conocidos de John B. Barber.
Empresas | Cargo | Fin |
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Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | 01/04/2003 |
American Express Ventures
American Express Ventures Investment ManagersFinance American Express Ventures (American Express Ventures) is a venture capital subsidiary of American Express Co founded in 2011 by Harshul Sanghi. The firm is headquartered in New York. | Corporate Officer/Principal | - |
Formación de John B. Barber.
University of Oregon | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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TriVant Custom Portfolio Group LLC
TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Finance |
American Express Ventures
American Express Ventures Investment ManagersFinance American Express Ventures (American Express Ventures) is a venture capital subsidiary of American Express Co founded in 2011 by Harshul Sanghi. The firm is headquartered in New York. | Finance |
Fisher Asset Management LLC
Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
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