Madeleine Morreale

Madeleine Morreale
Chief Compliance Officer

 

Madeleine has over thirty years of experience in the financial services industry dealing with high net worth and institutional accounts as well as mutual funds.

She started as an Order Clerk at E. F. Hutton & Co. in 1979 and moved up to Head of Operations for an Equity Management Group that dealt specifically with stock held by company insiders. In 1984, when moving on to a privately held investment management firm, Gray, Seifert & Co. Inc., she started to trade securities, joining that firm as an assistant trader. In eight months she was promoted to Head Trader and the firm grew to have approximately $2 billion under management. She stayed with the firm until 2003, building the trading staff and the back office operations. During her tenure at Gray Seifert she became very well versed in the regulatory aspects of an SEC registered investment advisor.

When joining Barrett in 2003, Madeleine was trading for the firm and working with the operations staff to meet the ever-changing technical environment. She was successful at putting the entire firm on an electronic trading system thereby greatly improving the quality of execution and settlement. Madeleine was responsible for trading equities and fixed income for over 500 accounts as well as three mutual funds. She was also Chairperson of the Trading Committee.

Early in 2010 Madeleine was promoted to Compliance Officer and shortly thereafter to Chief Compliance Officer. Barrett has benefited from her years of experience and knowledge of other jobs and functions within the organization, such as sales and trading and the rules associated with them. She oversees the Compliance Program, functioning as an independent and objective body that reviews, evaluates and addresses compliance issues and concerns within the organization. Madeleine is also the Chief Compliance Officer of one of Barrett's two mutual funds.

She holds a B. S. in Education from the State University of New York. A lifetime New Yorker, Madeleine lives on Long Island with her husband of thirty years.

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