Richard Barrett Email & Phone Number
Chief Investment Officer, Partner @ Congress Wealth Management, LLC
Richard Barrett's Location
Braintree, MA, US
Richard Barrett's Work
- Chief Investment Officer, Partner @ Congress Wealth Management, LLC
- Chief Investment Officer @ Flatley Family Office
- High Yield Research and Portfolio Management @ Wellington Management
- Partner - Hedge Fund @ Andover Capital
- High Yield Research Director @ Fidelity Investments
- High Yield Research @ Fidelity Investments
Richard Barrett's Education
- Harvard Business School
Master of Business Administration (MBA) (Finance, General)
1994 - 1996 - Boston College
Bachelor of Science (BS) (Accounting and Finance)
1985 - 1989
Richard Barrett's Skills
- Investments
- Portfolio Management
- Mutual Funds
- High Yield
- Asset Management
- Financial Modeling
- Alternative Investments
- single family office
- Equity Research
- chief investment officer
Richard Barrett's Summary
Richard Barrett, based in Braintree, MA, US, is currently a Chief Investment Officer, Partner at Congress Wealth Management, LLC, bringing experience from previous roles at Flatley Family Office, Wellington Management, Andover Capital and Fidelity Investments. Richard Barrett holds a 1994 - 1996 Master of Business Administration (MBA) in Finance, General @ Harvard Business School. With a robust skill set that includes Investments, Portfolio Management, Mutual Funds, High Yield, Asset Management and more, Richard Barrett contributes valuable insights to the industry. Richard Barrett has 2 emails and 1 mobile phone number on RocketReach.
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Richard Barrett
Chief Investment Officer, Partner at Congress Wealth Management, LLC
Braintree, MA, US22 -
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Cfte Sean Dillon
Senior Vice President of Investment Strategy at Congress Wealth Management, LLC
Gaithersburg, MD, US11 -
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