Richard Barrett is currently serving as the Chief Investment Officer and Partner at Congress Wealth Management, LLC. Prior to this role, Richard held the position of Chief Investment Officer at Flatley Family Office. He has extensive experience in portfolio management and investment strategies, having worked at companies such as Wellington Management, Andover Capital, and Fidelity Investments. Richard holds a Master of Business Administration from Harvard Business School and a Bachelor of Science in Accounting and Finance from Boston College.
September, 2016 - present
Chief Investment Officer at La Trobe Financial
Chief Investment Officer at State Street Global Advisors
Chief Investment Officer at The Meritex Company
Chief Investment Officer at Management Research Services
Chief Investment Officer at Bliss Point Media