Kevin Barrett has been a registered-securities licensed professional for over 15 years. He has extensive experience in a broad range of investments including real estate, private equity, and alternative investments. At Strategic Holdings, Mr. Barrett is responsible for the operations of our investor relations department, including capital management, global fund raising, compliance, financial analytics, and client relationship management.
Mr. Barrett is concurrently a Private Wealth Advisor with Emerson Equity and has a proven track record building wealth management and trust strategies through fee-based services (including both discretionary and non-discretionary investment management). Kevin has an extensive background in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs. He has deep experience in effectively executing the key elements of the wealth planning process including Investment Strategy, Portfolio Management theory, Retirement Planning, Income Protection, Asset Protection, Accounting and financial principles.
Mr. Barrett currently holds FINRA Series 7 and 66 Securities License. He’s also holds a Real Estate Sales Agent License with the California Bureau of Real Estate.
As an undergrad at the University of San Francisco, Kevin had a 3.73 GPA. He completed his AAMS at the A.G Edwards University in Saint Louis, Missouri and he completed his CEP with the NICEP Institute in Kokomo, Indiana.
Beyond his professional experience, Kevin is married and is an active member of the CCIM Institute and the Urban Land Institute.