President & CEO
Mr. Barrett manages partner relationships and day-to-day operations, and oversees the testing, development, and implementation of investment strategies for our clients and partners. He has over 20 years of investment management and analytical research experience, having served as a portfolio manager at MFS Investment Management and at Sirios Capital Management, where he was a principal and sector head. Prior to his portfolio management experience, he was a research analyst at both The Boston Company and at MFS Investment Management. Earlier in his career, Tom served as Director of Finance for Arthur Andersen's Southern California Tax Practice. Tom is an avid investor, serves on several advisory boards, and is a guest lecturer at ASU's WP Carey School of Business. He received his CFA Charter in 1997, a Master's in Management from the Kellogg School of Management, Northwestern University in 1994, and a BA in Economics from UCLA in 1988.