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Chief Investment Strategist
Mr. Barrett oversees the testing, development, and implementation of equity 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.
Most recently Mr. Barrett served as Managing Director of Turning Point Partners,
a boutique M&A advisory firm. Earlier in his career, Tom served as Director of
Finance for Arthur Andersen's Southern California Tax Practice. Tom is a CFA Charter
holder and received a Master's in Management from the Kellogg School of Management,
Northwestern University (1994). He received a BA in Economics from UCLA (1988).
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