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Profil
John Stephen Barrett worked as an Equity Analyst at Fidelity Management & Research Co. LLC from 1995 to 2000, and then as an Equity Analyst at GW&K Investment Management LLC from 2000 to 2003.
He later worked as a Senior Portfolio Manager at Columbia Management Investment Advisers LLC.
Most recently, he worked as a Senior Portfolio Manager at Shorepoint Capital Partners LLC from 2018 to 2022.
Barrett received his undergraduate degree from The University of North Carolina at Greensboro in 1991 and his MBA from the Wallace E Carroll School of Management in 1997.
Anciens postes connus de John Stephen Barrett
| Sociétés | Poste | Fin |
|---|---|---|
Shorepoint Capital Partners LLC
 Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint is an active, contrarian investor that aims to maximize the client's after-tax returns over the long-term. The firm uses a common sense, tax-aware approach that focuses on capital appreciation, income generation and risk management. Portfolios are invested in multiple asset classes and are built based on client's investment profile which includes tolerance for risk, income needs, tax situation, and any special requirements. They make all investment decisions based on their own research. | Analyst-Equity | 01/03/2022 |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Corporate Officer/Principal | 01/08/2003 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Analyst-Equity | - |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Gestionnaire de Portefeuille-Actions | - |
Formation de John Stephen Barrett
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
71
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance FMR invests in securities of companies engaged in a variety of economic sectors and industries that are domiciled in the US and outside the US (in developed, emerging and frontier markets); in stocks with growth or value characteristics; and in companies with market capitalizations of all sizes. The firm invests across different asset classes, market sectors, maturities, and regions. | Finance |
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K is a research-oriented adviser that primarily employs fundamental analysis for the evaluation of investment opportunities and the construction of investment portfolios. The firm specializes in Municipal Bond, Taxable Bond, Equity and Multi-Asset strategies. | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC Investment ManagersFinance Shorepoint is an active, contrarian investor that aims to maximize the client's after-tax returns over the long-term. The firm uses a common sense, tax-aware approach that focuses on capital appreciation, income generation and risk management. Portfolios are invested in multiple asset classes and are built based on client's investment profile which includes tolerance for risk, income needs, tax situation, and any special requirements. They make all investment decisions based on their own research. | Finance |
The University of North Carolina at Greensboro
 The University of North Carolina at Greensboro Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wallace E Carroll School of Management
 Wallace E Carroll School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
