Profil
Mr. Richard C.
Barrett is President & Principal at Stonebridge Capital Management, Inc. and President at Stonebridge Funds Trust.
He is also a Portfolio Manager and Chairman of the Investment Policy Committee.
Prior to joining Stonebridge in 1979, Mr. Barrett served as a Portfolio Manager for Lionel D.
Edie.
He began his investment career in 1967 as an Analyst for Kidder Peabody.
Mr. Barrett holds a Master of Business Administration from Pepperdine University, a Bachelor of Science in Business and Mathematics from the University of Connecticut, and the professional designations of Chartered Financial Analyst and Chartered Investment Counselor.
He is a member of the CFA Institute and the CFA Society of Los Angeles.
Postes actifs de Richard Clark Barrett
| Sociétés | Poste | Début |
|---|---|---|
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth. | Directeur Général | 01/01/1979 |
Stonebridge Funds Trust
Stonebridge Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | President | 07/01/2010 |
Anciens postes connus de Richard Clark Barrett
| Sociétés | Poste | Fin |
|---|---|---|
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Analyst-Equity | - |
Formation de Richard Clark Barrett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Stonebridge Capital Management, Inc.
Stonebridge Capital Management, Inc. Investment ManagersFinance Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. The firm’s equity investment philosophy is based upon the observation that capital markets frequently misjudge a company's long-term growth potential in the short run. Their fixed income strategy reflects their focus on the highest investment-grade securities to protect and preserve wealth. | Finance |
Stonebridge Funds Trust
Stonebridge Funds Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Kidder Peabody
Kidder Peabody Investment Banks/BrokersFinance Engaged in investment banking, brokerage and trading | Finance |
Pepperdine University
Pepperdine University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















