John B. Barber

John B. Barber

Chief Investment Officer bei TriVant Custom Portfolio Group LLC

Finance
Consumer Services

Profil

Mr. John B.
Barber
, CFA, is a Chief Investment Officer at TriVant Custom Portfolio Group LLC.
He brings two decades of financial expertise to the TriVant team.
He oversees all aspects of portfolio strategy decisions at TriVant.
He continues to develop proprietary computer models to enhance portfolio risk control for customized portfolios.
His career began at American Express as a Financial Advisor.
He later joined TD Waterhouse as an institutional fixed income trader, and soon progressed to responsibilities as a commodity broker and subsequently a Manager in the Trading Department.
At Fisher Investments, Inc., a $50 billion money manager, he was a senior Investment Counselor regarded as a specialist in customized portfolios.
His expertise regarding risk and hedging strategies was often sought and implemented by management.
Additionally, he was a member of the Small Cap Value research team.
He received his undergraduate degree from the University of Oregon.
He holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of San Diego.

Aktive Positionen von John B. Barber

UnternehmenPositionBeginn
Chief Investment Officer 01.01.2003
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Ehemalige bekannte Positionen von John B. Barber

UnternehmenPositionEnde
Corporate Officer/Principal 01.04.2003
Corporate Officer/Principal -
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Ausbildung von John B. Barber

University of Oregon Undergraduate Degree

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