Richard Barnett, CFA®, CAIA, CIMA

Chief Investment Officer

MBA in Finance - UC Irvine Paul Merage School of Business
BA in Economics and Psychology - Claremont McKenna College
CFA Charterholder
Chartered Alternative Investment Analyst (CAIA)
Certified Investment Management Analyst (CIMA)
Los Angeles

Early in my career, I became interested in investment management, since it was a perfect blend of economics, psychology, and finance,  all of which I studied in college and graduate school.  Now, I get fulfillment from being able to help individuals, families, and institutions protect and grow their wealth and achieve their financial and life goals. My move to Highline from a large global asset manager will afford me more time to spend with clients and develop truly customized wealth management solutions that meet their long term goals.

Since college, I have always been fascinated by capital markets, investments, and psychology.  Wealth Management give me a chance to practice all three.


Rich is an experienced Wealth Management advisor and executive, who works with families and institutions to manage their investment strategy, portfolio construction, asset allocation, and planning to achieve their long term financial goals. Rich has a BA in Economics and Psychology from Claremont McKenna College, and an MBA in Finance from UC Irvine's Paul Merage School of Business. Rich recently completed the "Fintech: Foundations & Applications of Financial Technology" specialization from the University of Pennsylvania, which was a series of four courses in financial technology. Rich is a Chartered Financial Analyst (CFA), a Certified Investment Management Analyst (CIMA), and a Chartered Alternative Investment Analyst (CIMA). "CFA Society of Los Angeles - past board member and PresidentCFA Institute - past Chair of the Technology Committee" When not working , Rich enjoys running and hiking, reading, travel, and time with friends.

On a personal note

Rich's latest workout obsession is High Intensity Interval Training Pilates.


Richard Barnett, CFA®, CAIA, CIMA

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