![Richard James Barrett](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Richard James Barrett worked as a Principal at Wellington Management Co. LLP, Andover Capital Advisors LP, and Fidelity Investments Tax-Exempt Services Co. He then served as the Chief Investment Officer at CW Advisors LLC from 2016 to 2024.
Mr. Barrett completed his undergraduate degree at Boston College and earned an MBA from Harvard Business School.
| Sociétés | Poste | Fin |
|---|---|---|
CW Advisors LLC
 CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Directeur en chef des Investissements | 26/07/2024 |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Corporate Officer/Principal | - |
Andover Capital Advisors LP
 Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors manages the Andover Capital Partners LP. The firm invests in US mid-cap stocks. They primarily focus on the consumer services sector. Andover maintains a high turnover rate | Corporate Officer/Principal | - |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | - |
Actives
Inactives
Sociétés cotées
Entreprise privées
| Entreprise privées | 6 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Andover Capital Advisors LP
Andover Capital Advisors LP Investment ManagersFinance Andover Capital Advisors manages the Andover Capital Partners LP. The firm invests in US mid-cap stocks. They primarily focus on the consumer services sector. Andover maintains a high turnover rate | Finance |
CW Advisors LLC
CW Advisors LLC Investment ManagersFinance CWA aims to preserve and grow wealth that fuels passion and creates legacies with plans custom-tailored to each of their clients. The firm builds optimized, efficient portfolios that seek to maximize the amount of potential return for a given level of risk. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Fidelity Investments Tax-Exempt Services Co. | |
Harvard Business School
 Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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