Tom Barrett

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Profile

Mr. Thomas J.
Barrett was previously employed as a Principal by Helm Investment Management LLC, a Principal by American Bar Association, a Principal by Colorado Society of Certified Public Accountants, Inc., and a Principal by The Colorado Bar Association.
He received his undergraduate degree from the University of Michigan and a graduate degree from the University of Denver.

Former positions of Tom Barrett

Companies	Position	End
Helm Investment Management LLC Helm Investment Management LLC Investment ManagersFinance Helm provides only fee-based investment advice, focusing on growing client assets in a manner suitable to each client’s short and long-term goals and risk tolerances. The firm develops a carefully tuned, diversified portfolio that serves clients by reducing overall portfolio risk and minimizing the consequences of market volatility that can result from concentration in any one asset class.	Chief Investment Officer	14/02/2025
American Bar Association American Bar Association Miscellaneous Commercial ServicesCommercial Services Provides legal services	Corporate Officer/Principal	-
The Colorado Bar Association	Corporate Officer/Principal	-
Colorado Society of Certified Public Accountants, Inc.	Corporate Officer/Principal	-

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Linked companies

Private companies	6
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Denver University of Denver Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American Bar Association American Bar Association Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
Colorado Society of Certified Public Accountants, Inc.
The Colorado Bar Association
Helm Investment Management LLC Helm Investment Management LLC Investment ManagersFinance Helm provides only fee-based investment advice, focusing on growing client assets in a manner suitable to each client’s short and long-term goals and risk tolerances. The firm develops a carefully tuned, diversified portfolio that serves clients by reducing overall portfolio risk and minimizing the consequences of market volatility that can result from concentration in any one asset class.	Finance

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