John Barber, Cfa

John Barber, Cfa Email and Phone Number

Partner and Chief Investment Officer at TriVant Custom Portfolio Group @ Trivant Custom Portfolio Group
John Barber, Cfa's Location
Coronado, California, United States, United States
About John Barber, Cfa

John brings over two decades of financial expertise to the TriVant team. John oversees all aspects of portfolio strategy decisions at TriVant. He continues to develop proprietary computer models to enhance portfolio risk control for customized portfolios. John co-authored an article entitled “Mandating the Probability of Success: A New Approach to Retirement Planning (Journal of Retirement Planning, November-December 2006). He has recently been quoted twice in Kiplinger’s magazine regarding the topic of asset sustainability. He holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and the CFA Society of San Diego.

John Barber, Cfa's Current Company Details
Trivant Custom Portfolio Group

Trivant Custom Portfolio Group

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Partner and Chief Investment Officer at TriVant Custom Portfolio Group
John Barber, Cfa Work Experience Details
  • Trivant Custom Portfolio Group
    Chief Investment Officer
    Trivant Custom Portfolio Group Nov 2003 - Present
    San Diego, California, Us
  • Fisher Investments
    Investment Counselor
    Fisher Investments May 2000 - Apr 2003
    Plano, Texas, Us
  • Td
    Trading Assistant Manager
    Td 1997 - 2000
    Toronto, Ontario, Ca

John Barber, Cfa Education Details

  • University Of Oregon
    University Of Oregon

Frequently Asked Questions about John Barber, Cfa

What company does John Barber, Cfa work for?

John Barber, Cfa works for Trivant Custom Portfolio Group

What is John Barber, Cfa's role at the current company?

John Barber, Cfa's current role is Partner and Chief Investment Officer at TriVant Custom Portfolio Group.

What schools did John Barber, Cfa attend?

John Barber, Cfa attended University Of Oregon.

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