Richard Barrett

Richard Barrett serves as the Chief Investment Officer and Partner at Congress Wealth Management, LLC since September 2016, bringing extensive experience in portfolio management and investment strategy. Previously, Richard held the position of Chief Investment Officer at the Flatley Family Office, where responsibilities included managing a team focused on absolute returns and overseeing various investment portfolios. Richard's past roles include high yield research and portfolio management at Wellington Management, partnership at Andover Capital, and High Yield Research Director at Fidelity Investments. Richard holds an MBA in Finance from Harvard Business School and a BS in Accounting and Finance from Boston College.