John B. Barber

Chief Investment Officer at

TriVant Custom Portfolio Group LLC

Finance

Consumer Services

Profile

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.

John B. Barber active positions

Companies	Position	Start
TriVant Custom Portfolio Group LLC TriVant Custom Portfolio Group LLC Investment ManagersFinance TCPG is a top-down-style rotational investment manager that generally invests client assets in stocks, fixed-income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm utilizes a combination of quantitative models along with other third-party research and internal determinations to make their investment decisions. Risk constraints include limitations on exposure to foreign securities and limited sector exposure. TCPG typically holds between 25 and 60 stocks in each account(s).	Chief Investment Officer	2002-12-31

All active positions of John B. Barber

Former positions of John B. Barber

Companies	Position	End
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Corporate Officer/Principal	2003-03-31
American Express Ventures American Express Ventures Investment ManagersFinance American Express Ventures invests in companies located across the globe. The firm focuses on consumer, B2B and enterprise capabilities sectors. It provides financing for seed and early stage capital requirements.	Corporate Officer/Principal	-

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Private companies	4
Fisher Asset Management LLC Fisher Asset Management LLC Investment ManagersFinance FI provides investment management services for clients within the categories of equity, fixed income, and blended accounts. All accounts have the goal of maximizing returns relative to risk compared to benchmarks. The firm’s Investment Policy Committee (IPC) monitors global economic, and market conditions and makes strategic investment decisions for client portfolios. Their approach is based on active, flexible portfolio management. FI employs a top-down investing approach and uses a flexible investment strategy.	Finance
University of Oregon University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
TriVant Custom Portfolio Group LLC TriVant Custom Portfolio Group LLC Investment ManagersFinance TCPG is a top-down-style rotational investment manager that generally invests client assets in stocks, fixed-income securities, ETFs, mutual funds, and/or cash equivalent instruments. The firm utilizes a combination of quantitative models along with other third-party research and internal determinations to make their investment decisions. Risk constraints include limitations on exposure to foreign securities and limited sector exposure. TCPG typically holds between 25 and 60 stocks in each account(s).	Finance
American Express Ventures American Express Ventures Investment ManagersFinance American Express Ventures invests in companies located across the globe. The firm focuses on consumer, B2B and enterprise capabilities sectors. It provides financing for seed and early stage capital requirements.	Finance