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Wealth Management Expert Biography

 
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Rich Barnett, CFA, CIMA

Rich Barnett, CFA, CIMA

West Region Chief Investment Officer
 
Richard Barnett is the Chief Investment Officer for the Western Region of Northern Trust’s Wealth Management business unit and a member of Northern Trust’s Global Investment Policy Committee. In that role he guides the investment activities of Northern’s portfolio managers in California, Washington and Nevada. Richard was most recently the Director of Institutional Investment Services and the Senior Investment Officer for the Los Angeles office where he focused on investment program design and implementation for pension plans, foundations, endowments, and not-for-profit organizations. He has twenty years of money management experience with expertise in both quantitative and fundamental investing and includes a focus on asset allocation, manager and fund selection, and monitoring and reporting.

Prior to joining Northern Trust, Richard was Vice President and Director of Equities at City National Investment Advisors. Prior to City National, he held senior positions with SSI Investment Management and Leland O’Brien Rubinstein Associates, where he was Chief Investment Officer.

Richard has an MBA in Finance from the University of California and a Bachelors degree in Economics and Psychology from Claremont McKenna College. He is a Chartered Financial Analyst (CFA) and a Certified Investment Management Analyst (CIMA). Richard is past president of the CFA Society of Los Angeles, and former chair of the Technology Advisory Committee of the Chartered Financial Analysts Institute (CFAI).

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