Thomas A. Barrett
Chief Investment Officer
Thomas A. Barrett is Biechele Royce Advisors' Chief Investment Officer, overseeing all investment decisions for the firm. Tom's research at both the asset allocation level and the individual security level is used to formulate the overall investment strategy for the firm. He implements each client's investment policy statement by selecting the individual investments appropriate for their risk/return profile. A disciplined approach to analyzing, selecting, and monitoring investments is used to seek opportunities in undervalued securities while avoiding or exiting those that become overvalued. Tom also reviews and implements strategies to add value by making our taxable client's accounts more tax efficient.
Prior to joining Biechele Royce Advisors, Tom was a financial advisor with A.G. Edwards & Sons where he provided portfolio management services and investment advice to individual investors; and was the general partner and portfolio manager for the Pennick Fund, L.P., a private investment partnership that he founded. Tom has earned the designation of Accredited Asset Management Specialist from the College for Financial Planning and holds a Series 65 license as an Investment Advisor Representative with our firm.
Tom and his wife Penny live in Indianapolis with their two sons, Nick and Alex. Outside of work Tom enjoys spending time with family, attending the boy's sporting events, reading, and the occasional fishing trip. He has served on the Board of Directors of Roncalli High School and its Executive Committee, and currently serves as a member of their Finance Committee. Tom is a graduate of Indiana University in Bloomington, Indiana.