Sunstone is a trust company chartered by the State of California (Certificate of Authority No. 2676). Sunstone is also a member of the Association of Trust Organizations, the Long Beach Area Chamber of Commerce, and the Greater Irvine Chamber.
Thomas J. Barrett, CPA (inactive), CFA, CFP®
Chief Financial Officer
Tom is the Sunstone Trust Company CFO, tracking cash flow, managing financial planning, and analyzing the company’s financial strengths. He has over 25 years of experience as Chief Financial Officer for multiple start-ups and established companies in Finance, Real Estate, and Investments. Over the course of his career, Tom has been an Auditor, Controller, Chief Investment Officer, Compliance Officer, Director of Investor Relations, Financial Principal, and Wealth Advisor (UBS). He has also gained a wealth of valuable accounting and finance knowledge by working in different facets within the financial services industry – a bond firm, multiple family offices, brokerage firms, hedge funds, a private equity fund, a real estate developer, and a cryptocurrency firm.
He has broad experience with Family Offices, having assisted two families in establishing new offices and been an executive with three others. As Chief Investment Officer for George Argyros, he managed a $150M portfolio of hedge funds, private equity, venture capital and traditional securities. He co-managed a $70M fund of hedge funds portfolio with 50 outside investors. As CFO for a Multi-Family Office (eight families with $800M), Tom managed the accounting, taxes, investments, and compliance. While at these Family Offices, he created dozens of investment policy statements, integrating trust provisions, as well as detailing investment and risk parameters.
Mr. Barrett graduated from the University of Virginia with a B.S. degree in Accounting. He is a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), and Certified Financial Planner (CFP®). He holds Series 7 (General Securities), Series 28 (Financial Principal), and Series 79 (Investment Banking) licenses.