- Category: Irvine
Thomas J. Barrett, CFA, CFP®, CPA – Chief Investment Officer
Tom is an experienced and knowledgeable investment management professional with a background in both securities and accounting. He graduated from the University of Virginia with a BS in Accounting and began his career in public accounting where he progressed from auditor to CFO of a real estate investment firm. He transitioned into the investment industry when he joined Payden & Rygel, a Los Angeles based investment management firm, as Corporate Controller and Mutual Funds CFO.
Tom progressed to portfolio management and partner at Arnel & Affiliates, a multi-billion dollar family office, as the Chief Investment Officer. While at Arnel he managed a $1 billion + diverse investment portfolio including hedge funds, private equity, venture capital and concentrated stock positions. He also managed a $70 million Hedge Fund of Funds that successfully outperformed the S&P 500 each year.
After Arnel, Tom became the Chief Investment Officer and CFO for Cymric Family Office Services (now GenSpring), a multi-family office. Cymric provided investment, philanthropic, insurance, tax and estate planning advice to ultra-high net worth families.
Most recently, Tom was a partner with a UBS brokerage team that managed $650 million in client assets. Tom serves as a board member of the Orange County CFA society. He is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and California licensed CPA. Tom has been married for 26 years, his daughter is a graduate of USC and his son is a senior at Cal Poly in San Luis Obispo.