Richard James Barrett

Chief Investment Officer at CW Advisors LLC

Finance

Consumer Services

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	31/12/2015

All active positions of Richard James Barrett

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	-

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Training of Richard James Barrett

Boston College	Undergraduate Degree
Harvard Business School	Masters Business Admin

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Linked companies

Private companies	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

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