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Richard James Barrett
Directeur en chef des Investissements chez CW Advisors LLC
Postes actifs de Richard James Barrett
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Directeur en chef des Investissements | 01/01/2016 | - |
Responsable de la banque privée | 01/01/2016 | - |
Historique de carrière de Richard James Barrett
Anciens postes connus de Richard James Barrett
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - | - |
Formation de Richard James Barrett
Boston College | Undergraduate Degree |
Harvard Business School | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Corporate Officer/Principal | 3 |
Chief Investment Officer | 1 |
Head of Private Banking | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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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