About

JOHN W. BARRETT

In 2004, John Barrett created the concept of Health Insurance Brokers to capitalize upon the upheaval in the health insurance industry, and the subsequent trend toward consumer driven health care. Mr. Barrett specializes in providing creative health insurance solutions to the self-employed, individuals seeking personal coverage, companies with 2 to 100 employees, and to seniors seeking advice on Medicare related solutions.

Mr. Barrett began his career in the financial services industry in 1971 after serving in the U.S. Marine Corps, and receiving a Bachelor of Arts in Philosophy.  He began as stockbroker with Bateman Eichler, Hill Richards, a Los Angeles based regional investment banking firm. During the mid-70s he joined the management of Paine Webber in their Los Angeles Regional Office. During his tenure, he established the high-yield fixed income sales operation in Southern California, and participated in branch management.

During the 1980’s, he worked with firms such as Oppenheimer and Jefferies & Company in Los Angeles, Becker Paribas in New York where he specialized in trading high yield and tax arbitrage securities, and was the senior managing principal of regional securities firm.

In September 1991, Mr. Barrett founded Palisades Capital Group to offer investment banking advisory services, valuation opinions, research, and consulting services to privately held and small publicly traded companies located in California and Arizona.

In addition to acting as a health insurance broker, Mr. Barrett is a frequent consultant, regarding current trends in health insurance and the overall health insurance brokerage industry, to a number of national consulting firms, independent securities research firms, investment advisory and private equity firms. He also provides background information on the subject to major newspapers, such as the Los Angeles and New York Times. He is a frequent speaker at business and government sponsored forums, has written articles for a number of Southern California newspapers and magazines, and has appeared on local radio and cable television programs.

 

KATHLEEN BARRETT

headshot_kathleenKathleen Barrett is Director of Administration and Research for Health Insurance Brokers. Ms. Barrett is responsible for the administration and operations, and providing general economic, insurance and medical industry related research to our business clients and industry. Ms. Barrett is also serves as Research Director, and Manager of Consulting Services for Palisades Capital Group.

Ms. Barrett has been active in the business and academic communities for over 37 years.  In addition to her association with Health Insurance Brokers, for the last 17 years she has been responsible for the research and managing consulting services offered by Palisades Capital Group.

In addition, she regularly acts as a free-lance editor for manuscripts and business reports for traditional and on-line publications, and edits academic research papers for various publications. As an example, from 1998 until 2000, she also provided consulting, communication and administration services for a Public Health Project conducted at Rand Corporation.

During the late 1990s, she was a Lecturer and Instructor in the California State University and Junior College Systems. From 1991 until 1997, she lectured in the fields of United States Business and Economic history, as well as Japanese History, at the University of Southern California. In addition, during the 1990s, she provided services as the Assistant Speechwriter for President Stephen Sample of the University of Southern California.

During the late 1970’s, she was a stockbroker with the investment banking firms of Bateman Eichler, Hill Richards, and Paine Webber in Southern California.  From 1971 through 1975, she was a Lecturer at USC, and in during 1975 traveled to Tehran, Iran on behalf of the University of Southern California to assist in the establishment of the USC American Language Institute for the Iranian Government.

Ms. Barrett received a Bachelor of Arts in Asian Studies (Phi Beta Kappa), an MBA in Corporate Finance (Beta Gamma Sigma), and Masters Degrees in Business and Economic History, Asian Studies, and Linguistics from the University of Southern California. She has completed her written and oral exams leading to a PhD in Business and Economic History.