Richard James Barrett
Chief Investment Officer bij CW Advisors LLC
Actieve functies van Richard James Barrett
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | 01-01-2016 | - |
| Hoofd van Private Banking | 01-01-2016 | - |
Loopbaan van Richard James Barrett
Eerdere bekende functies van Richard James Barrett
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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 | - | - |
Opleiding van Richard James Barrett
| Boston College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 7 |
Operationeel
| Corporate Officer/Principal | 3 |
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
Sectoraal
| Finance | 4 |
| Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
