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John B. Barber
Chief Investment Officer at TriVant Custom Portfolio Group LLC
John B. Barber active positions
Companies | Position | Start | End |
---|---|---|---|
TriVant Custom Portfolio Group LLC
![]() TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Chief Investment Officer | 01/01/2003 | - |
Compliance Officer | 01/01/2003 | - |
Career history of John B. Barber
Former positions of John B. Barber
Companies | Position | Start | End |
---|---|---|---|
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Corporate Officer/Principal | 01/05/2000 | 01/04/2003 |
American Express Ventures
![]() American Express Ventures Investment ManagersFinance American Express Ventures (American Express Ventures) is a venture capital subsidiary of American Express Co founded in 2011 by Harshul Sanghi. The firm is headquartered in New York. | Corporate Officer/Principal | - | - |
Training of John B. Barber
University of Oregon | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
TriVant Custom Portfolio Group LLC
![]() TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP. | Finance |
American Express Ventures
![]() American Express Ventures Investment ManagersFinance American Express Ventures (American Express Ventures) is a venture capital subsidiary of American Express Co founded in 2011 by Harshul Sanghi. The firm is headquartered in New York. | Finance |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Finance |
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