Richard James Barrett
Director de Inversiones en CW Advisors LLC .
Perfil
Richard James Barrett is currently the Chief Investment Officer at CW Advisors LLC since 2016.
Previously, he held positions as Principal at Wellington Management Co. LLP, Andover Capital Advisors LP, and Fidelity Investments Tax-Exempt Services Co. Mr. Barrett completed his undergraduate degree at Boston College and earned an MBA from Harvard Business School.
Cargos activos de Richard James Barrett
| Empresas | Cargo | Inicio |
|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Director de Inversiones | 01/01/2016 |
Antiguos cargos conocidos de Richard James Barrett.
| Empresas | Cargo | Fin |
|---|---|---|
Andover Capital Advisors LP
 Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors LP is an investment adviser headquartered in Boston. | Corporate Officer/Principal | - |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Corporate Officer/Principal | - |
| Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | - |
Formación de Richard James Barrett.
| Boston College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
CW Advisors LLC
CW Advisors LLC Investment ManagersFinance CW Advisors LLC (CWA) is an investment management firm and holding firm headquartered in Boston, Massachusetts. The firm was co-founded by Paul Lonergan and Ken Zannoni in 2009. CWA offers personalized investment management services to individuals, high-net worth individuals and families, trusts, estates, and charitable organizations, other investment advisors, corporations, and/or other business entities. | Finance |
| Fidelity Investments Tax-Exempt Services Co. | |
Andover Capital Advisors LP
Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors LP is an investment adviser headquartered in Boston. | Finance |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Finance |
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