1. RICHARD J. BARRETT
114 Partridge Drive Westwood, MA 02090 (978) 580-5638 cell
richardjbarrett@comcast.net
PROFESSIONAL SUMMARY
· Experienced investment professional who has led teams of investment talent and built/developed/managed
investment process for institutional sized portfolios.
· Cross-asset class portfolio management expertise in major public markets, including US equities, fixed income,
and HY/distressed credit markets.
· Ability to implement best-in-class institutional processes and an entrepreneurial approach to solving client
problems.
PROFESSIONAL EXPERIENCE
FLATLEY FAMILY OFFICE
Chief Investment Officer and Senior Portfolio Manager 2009-2016
· Direct management and leadership responsibility for five-member internal investment team of an institutionally-
sized single family office focused on achieving absolute investment returns across investment cycle.
· Overall portfolio management responsibility for establishing, implementing and executing direct investment
strategies for the internally-managed equity (both Mid/Large Cap US Growth and Dividend Growth strategies)
and fixed income portfolios as well as evaluating and executing select alternative investment strategies.
· Responsible for developing and leading overall equity research process which focused on primary fundamental
investment research and resulted in equity portfolio construction/security selection that prudently grew capital
with limited drawdowns.
· Led Investment Committee comprised of Trustees and senior management and established direction for overall
asset allocation, portfolio performance reporting, investment tax strategies and shareholder/Trustee
communication for both taxable trust and private charitable foundation portfolios.
WELLINGTON MANAGEMENT COMPANY
Vice President and Associate Partner 2005-2009
· High-yield credit analyst responsible for performing fundamental credit research on non-investment grade rated
companies in the airlines, paper/packaging, cable/DBS, telecom, and media sectors.
· Portfolio management responsibility for a Credit Opportunities Fund Launched in 4Q07 to take advantage of
global credit crisis. The High Yield portion of this long/short credit portfolio outperformed its benchmark by
+600bps.
· Portfolio Management Team member for the 9BB Vanguard High Yield Fund. Supported lead portfolio manager
thru new idea generation, sector allocation, security selection, and direct interaction with senior management
team/board representatives of Vanguard Funds.

2. ANDOVER CAPITAL ADVISORS
Founding Partner and Investment Analyst 2003-2005
· As a founding partner of Andover Capital Advisors, actively involved in all facets of the development,
marketing/launch, and on-going investment process of start-up 300mm hedge fund focused non-investment
grade companies.
· Responsible for performing primary investment analyses and communication and implementing long/short
investment recommendations in the bank debt, corporate debt, and public equity of non-investment grade
companies
FIDELITY MANAGEMENT AND RESEARCH COMPANY 1996-2003
· Director of High Yield Research (2002 to 2003): Undertook a dual role of sector credit analyst and team leader
responsible for developing the overall investment process and overseeing a team of 13 high yield credit analysts
responsible for the credit research supporting +20B in firm assets.
· High Yield Credit Analyst (1999 to 2003): High-yield credit analyst responsible for developing and
communicating relative value investment opportunities in the retail, industrial, waste management, publishing,
cable/DBS, fixed satellite and telecommunications sectors.
· Emerging Markets Debt Trader (1996 to 1999): Responsible for trading all dollar and non-dollar debt and
derivatives for the firm’s 1B in dedicated emerging markets debt portfolios. Developed an internal risk
management system to evaluate portfolios relative beta adjusted spread duration versus benchmark.
ERNST & YOUNG 1989-1994
· Managed the daily operations of financial statement audits as a member of the firm’s Financial Service Practice in
the Boston, New York and London offices.
· One of only four associates selected to support the firm’s National Accounting/SEC practice and Vice Chairman.
· CPA designation
EDUCATION
HARVARD BUSINESS SCHOOL June 1996
Master’s in Business Administration degree with a concentration in Finance. Recipient of First Year Honors
BOSTON COLLEGE WALLACE E. CARROLL SCHOOL OF MANAGEMENT May 1989
Bachelor of Science degree, magna cum laude, with dual concentration in Accounting and Finance
BOARD AFFILIATIONS
Executive Committee of Board of Directors - Catholic Memorial High School (West Roxbury, MA)
Past President – Charles River Country Club (Newton Centre, MA)
Past President and Life Trustee – Francis Ouimet Caddie Scholarship Fund (Norton, MA)
Championship Executive Committee – 2013 U.S. Amateur Golf Championship