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Thomas Barrett

I worked with Tom for about three years and have known him for over 10 years. Tom has a broad range of skill sets, including a strong financial accounting background, a thorough understanding of the world of investments and how to mitigate inherent risks applicable to investment portfolios, and an appreciation for the value of good, strong corporate governance and internal control procedures. In addition to the above, Tom is extremely dedicated to his company and his clients. I enjoyed working with Tom in the past and respect him as a true professional in every sense of the word.


Jim Jimenez, CPA

Managing Partner at CyberGuard Compliance, LLP

Thomas J. Barrett, CPA (inactive), CFA, CF

CFO & COO Consultant

Professional Journey
Tom’s career spans over 30 years, marked by strategic leadership roles and transformative contributions across multiple industries including Banking, Real Estate, Family Offices, Broker-Dealers, and Alternative Investments. Mr. Barrett’s career has been defined by his mastery of financial modeling, risk management, strategic planning, and operational efficiency. His leadership has consistently driven growth, ensured compliance, and fostered innovation in the organizations he has served. He is particularly adept at building strong relationships with stakeholders.

Key Roles and Achievements

  • Fractional CFO: As a fractional CFO for numerous clients, Thomas provided invaluable guidance in managing accounting and financial operations, streamlining processes, and ensuring compliance on international levels. His leadership extended across venture capital, real estate, and emerging cryptocurrency markets.
  • CFO at Sunstone Trust Company: From 2020 to 2023, Thomas oversaw accounting and finance operations for a new trust and fintech company. He prepared board reports, ensured regulatory compliance, and played a crucial role in capital-raising efforts.
  • CFO at Boulder Ventures Development: At Boulder Ventures, Thomas excelled in financial forecasting and equity funding initiatives. He attracted $14 million in equity capital for key projects and developed fund documents for a $50 million real estate investment fund.
  • CFO / Financial Operations Principal: Thomas managed comprehensive financial operations for Liberty Group and Alpha Strategies, getting clean audit opinions, establishing new systems and optimizing daily processes.
  • CEO of Investment Division: Promoted from CFO to CEO at Arnel & Affiliates, Thomas managed $1 billion in liquid assets, investing in hedge funds, private equity, and venture capital.

Education and Certifications

  • Bachelor of Science in Commerce and Accounting from the University of Virginia.
  • Certified Public Accountant (CPA – CA#64953); Certified Mgmt. Accountant (CMA – #11937);
  • Chartered Financial Analyst (CFA – #34119); and Certified Financial Planner (CFP – #125739);
  • DACFP Advanced Certificate in Blockchain & Digital Assets; Series 7, 66, 28, 79 Sec. Licenses

Tom has the amazing capacity to simplify the complex and understands both the macro and micro aspects of the alternative investment space. He served in a dual role with the firm, overseeing both company financials and managing several client projects, including asset allocation, manager selection, and due diligence of investment strategies in hedge funds, private equity, and real estate. On the personal side, he is a hard worker, a man of high integrity with a great sense of humor.


Jay Rogers

President & Chief Investment Officer at Alpha Strategies Investment Consulting