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Thomas Barrett, CFA,CFP,CPA: Executive V.P., Wealth Management in Laguna Niguel, CA

Thomas Barrett, CFA,CFP,CPA

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Executive V.P., Wealth Management
Laguna Niguel | United States
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Work experience
Image Tippett Moorhead

Tippett Moorhead

Executive V.P., Wealth Management | 02/2015 - Current

Managing the establishment of TM’s investment platform. Principal responsibilities include the implementation of consolidated investment reporting; optimization of asset allocations for portfolios; approval of new investment managers; development of communication materials for clients and prospects; management of the financial planning department; and administration of compliance.
Education history
Image University of Virginia

University of Virginia

BS | 1978 - 1982

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1501 Lincoln Blvd.#1014 Venice, CA. 90291