Barrett Richter joined the Greenfield Team at Morgan Stanley Private Wealth Management in April 2004 and focuses on the full spectrum of complex wealth issues that impact ultra-high-net-worth individuals, families, and family offices. Having entered the financial services industry in 1999 at Banc of America Securities, Barrett has a broad range of skills that spans pre-IPO estate planning strategies, alternative investments, control and restricted securities, hedging and monetization of concentrated equity positions, insurance, lending, and financial planning. His experience with equity derivatives and option strategies has helped executives and founders of companies that have been acquired or taken public.
Barrett is firmly committed to long-term relationships with clients. Along with the rest of the team, he strives to deliver exceptional service and listens carefully to client goals, values, aspirations, and concerns. Understanding that significant wealth can cause significant complexity, the goal is to bring balance to clients’ financial lives with a high level of attention to every detail. Based on this input, Barrett then works attentively to help clients achieve what is most important to them.
Barrett works closely with Morgan Stanley’s Consulting Group, whose role includes detailed analysis and recommendation of third-party, firm-sponsored asset managers. Barrett partners with Consulting Group professionals to define an investment process that is catered to each client’s individual goals and objectives.
Barrett earned his B.A. degree from the University of California, Davis, in 1999.
Barrett and his wife, Tarika, live in the Inner Richmond district of San Francisco with their 4-year-old son Kane and newborn baby girl Lincoln. Barrett was drawn to San Francisco by the unique culture, active lifestyle, and rich cuisine. When he’s not working with clients, Barrett enjoys skiing, golf, and travel.
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