Barbara Tarbel
CFO at Richard Bernstein Advisors | New York, New York, United States
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Barbara Tarbel serves as the Chief Financial Officer at Richard Bernstein Advisors, where she plays a pivotal role in steering the financial strategy of the firm, which manages approximately $14 billion in assets under management (AUM). With extensive experience in the investment management industry, Barbara is adept at navigating the complexities of finance, including portfolio management, mutual funds, and hedge funds. Her expertise extends to expense management, forecasting and planning, and budget analysis, ensuring that the firm maintains a robust financial foundation while pursuing growth opportunities.
At Richard Bernstein Advisors, Barbara oversees all aspects of finance and business planning, including treasury operations and banking relationships. Her strategic oversight encompasses tax accounting and audit processes, which are critical for maintaining compliance and optimizing the firm's financial performance. Additionally, she leads initiatives in human resources and professional development, recognizing that talent acquisition and retention are essential for driving the firm’s success in a competitive landscape.
Barbara's proficiency in financial modeling and project management allows her to implement innovative solutions that enhance operational efficiency and support the firm’s investment strategies. Her strong analytical skills and deep understanding of the investment landscape enable her to provide valuable insights that inform decision-making at the highest levels. As a finance professional skilled in equities and asset management, Barbara is committed to fostering a culture of excellence and accountability within the organization, positioning Richard Bernstein Advisors for sustained success in the dynamic world of investment management.
CFO at Richard Bernstein Advisors in January 2010 to Present
CFO Leadership Council Member at The CFO Leadership Council in March 2023 to Present
CFO Council Member at CNBC CFO Council in June 2022 to June 2023
CFO at JDS Capital Management Inc in January 1997 to January 2010
Asst. Portfolio Manager, Trader at Cowen and Company in January 1995 to January 1997
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Hedge Funds
Equities
Bloomberg
Series 7
Mutual Funds
Asset Management
Investments
Portfolio Management
Investment Management
Equity Trading
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Discover more about Richard Bernstein AdvisorsWhat is Barbara Tarbel email address?
Email Barbara Tarbel at [email protected] and [email protected]. This email is the most updated Barbara Tarbel email found in 2026.
What is Barbara Tarbel phone number?
Barbara Tarbel phone number is +19144711301 and +19136457455.
How to contact Barbara Tarbel?
To contact Barbara Tarbel send an email to [email protected] or [email protected]. If you want to call Barbara Tarbel try calling on +19144711301 and +19136457455.
What company does Barbara Tarbel work for?
Barbara Tarbel works for Richard Bernstein Advisors
What is Barbara Tarbel's role at Richard Bernstein Advisors?
Barbara Tarbel is CFO
What industry does Barbara Tarbel work in?
Barbara Tarbel works in the Business Consulting And Services industry.
Barbara Tarbel Email Addresses
Barbara Tarbel Phone Numbers
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