Entrepreneur with a background in wealth management, management consulting, and finance whose areas of expertise include operational efficiency, product profitability, customer segmentation, and corporate strategy.
Barrett’s exposure to business began early in his life as he grew up in an entrepreneurial family and worked for an independent wealth management firm that his mother founded in 1988 and still operates today. Later in his career he served as a board member and was instrumental in developing corporate strategy, performance benchmarking, and conducting due diligence and deal structuring for a strategic acquisition. In addition, Barrett spent 7 years in management consulting and wealth management, most recently working for RMB Capital Management, an independent RIA based in Chicago with $4B in assets under management. His experience in small, medium, and Fortune 500 companies enables him to lead a business in a variety of environments and address both operational challenges and strategic issues.
Barrett received his BA from Pomona College and his MBA from the Kellogg School of Management at Northwestern University.