Thomas Barrett, CFA,CFP,CPA: Executive V.P., Wealth Management in Laguna Niguel, CA
Thomas Barrett, CFA,CFP,CPA
Executive V.P., Wealth Management
Laguna Niguel | United States
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Summary
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Work experience
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
University of Virginia
BS | 1978 - 1982
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