Richard James Barrett
Chief Investment Officer at CW Advisors LLC
Network origin in Richard James Barrett first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
5
| Holding Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Richard James Barrett via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Maryland | College/University | Undergraduate Degree | |
| University of Bocconi | College/University | Graduate Degree | |
| Indiana Institute of Technology, Inc. | College/University | Undergraduate Degree | |
Galecki Financial Management, Inc.
 Galecki Financial Management, Inc. Investment ManagersFinance Galecki Financial Management, Inc. provides investment advice. The private company is based in Fort Wayne, IN. | Investment Managers | Corporate Officer/Principal | |
Congress Wealth Management Enhanced Yield Fund LP
 Congress Wealth Management Enhanced Yield Fund LP Financial ConglomeratesFinance Congress Wealth Management Enhanced Yield Fund LP provides investment services. The company is headquartered in Boston, MA. | Financial Conglomerates | President | |
| University of Massachusetts Amherst | College/University | Undergraduate Degree | |
| The University of New Mexico | College/University | Undergraduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistics
International
| United States | 9 |
| Italy | 2 |
Sectoral
| Consumer Services | 6 |
| Finance | 5 |
Operational
| Undergraduate Degree | 5 |
| Analyst-Equity | 3 |
| Trading-Equity | 3 |
| Corporate Officer/Principal | 3 |
| Director of Research - Equity | 2 |
Most connected contacts
| Insiders | |
|---|---|
| Ross Causley | 4 |
| Joe Zimmerman | 4 |
| Carl W. Noble | 3 |
| Sauro Locatelli | 3 |
| Paul Lonergan | 3 |
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