Thomas Barrett, CFA,CFP,CPA

Thomas Barrett, CFA,CFP,CPA

CFO
Currently: Executive V.P., Wealth Management at Tippett Moorhead
Location: Laguna Niguel CA
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Summary

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CHIEF INVESTMENT OFFICER / CFO I have 20+ years of success in Chief Investment Officer & CFO roles with a record of establishing accountable finance organizations, creating value through investment portfolio valuation, funding, and performance optimization. My background includes leading accounting, regulatory, tax, portfolio valuation, financial reporting, investor reporting, operations, human resources, and procurement.

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