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Richard James Barrett
Chief Investment Officer at CW Advisors LLC
Profile
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.
Richard James Barrett active positions
Companies | Position | Start |
---|---|---|
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. | Chief Investment Officer | 2015-12-31 |
Former positions of Richard James Barrett
Companies | Position | End |
---|---|---|
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 | - |
Training of Richard James Barrett
Boston College | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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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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