Richard Barrett

Chief Investment Officer, Partner | Boston, MA

Education & Certifications

  • B.S., Boston College
  • MBA, Harvard Business School

Community Involvement

In the past, I have served on the Executive Committee of the Board of Directors at Catholic Memorial High School, as well as served as the President of Charles River Country Club in Newton Centre, MA. As former President and Life Trustee of the Francis Ouimet Caddie Scholarship Fund, I was also on the Championship Executive Committee for the 2013 U.S. Amateur Golf Championship.

What is your professional background?
Prior to joining Congress Wealth in 2016, I was the Chief Investment Officer for the Flatley Family Office. I have also previously held investment positions at Fidelity Investments, Andover Capital and Wellington Management Co.

What guides your financial principles?
Own quality assets and let them compound.

With regards to finances, what do you feel like is good advice to live by?
Spend little and save a lot.

What brings you the most satisfaction professionally?
Helping clients achieve their goals.

What is the best advice you’ve ever received?
Listen a lot, say little.

What is your favorite movie / book / album / TV show and why?
Gunsmoke

What is your signature dish?
Chicken schnitzel, double egg.

How do you spend your free time (hobbies, interests)?
Practicing golf – a never-ending struggle.

Contact Richard

Searching for a new Wealth Advisor? We’d love to meet you.

Let’s schedule a time to talk.

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