Barrett Conway: Driving Financial Excellence Through Strategic Leadership

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    Barrett Conway has excelled in multiple roles in the financial sector—his path started with meaningful internship, continued with associate support in financial analysis, and now serves as managing director instrumental in leading and growing an established financial advisory firm. His professionalism, personability, leadership and communication skills underscore his clear understanding of finance.

    Currently as Managing Director at Cetane Associates in the Washington D.C. Metro area, Barrett has steered the company towards success through his strategic insights and industry knowledge. His tenure at Cetane Associates since 2020 has been marked by innovative solutions and effective management, contributing to the firm’s significant growth and prominence in the financial landscape.

    Prior to joining Cetane Associates, Barrett held a key position as an Associate at Salient in the Houston, Texas area for five years. During his tenure, he exhibited exceptional proficiency in financial analysis, further solidifying his reputation as a skilled and reliable professional in the field.

    Barrett kickstarted his career journey as an Intern at Houston Trust Company, where he demonstrated his dedication and enthusiasm for finance. His brief yet impactful internship at Turner Investments, L.P. also played a pivotal role in shaping his early industry experience.

    Barrett earned a Bachelor of Business Administration (B.B.A.) in Finance from Texas A&M University. Notably, he holds several certifications, including Series 66, Series 7, and Series 79 from FINRA, emphasizing his commitment to professional development and adherence to industry standards. His skill set is comprehensive, ranging from advanced knowledge in industry-specific tools and technologies (Bloomberg Terminal, FactSet, to strong interpersonal skills and proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint.

    Barrett’s dedication and proficiency have been acknowledged by numerous colleagues and industry peers who have endorsed his skills across various platforms. He’s highly regarded for his expertise in asset management, financial modeling, public speaking, customer service, and event planning, among other key areas.

    Barrett Conway is truly committed to innovation and strategic leadership. He continues to set new benchmarks in the finance industry.

    • Character: Barrett Conway embodies dedication and commitment, evident through his professional journey thus far and active involvement in executive, educational, and community endeavors, including his current volunteer work on the audit committee for the board of a national industry association.
    • Knowledge: With a Bachelor’s in Business Administration in Finance and multiple certifications from FINRA, Barrett possesses a comprehensive understanding of financial systems and tools.
    • Strategic: Demonstrating strategic acumen, Barrett’s role as Managing Director at Cetane Associates highlights his ability to provide creative solutions and steer the company towards growth and success, indicative of his strategic mindset in financial management.
    • Communication: Known for his strong communication skills, Barrett garners endorsements and accolades from colleagues for his adeptness in public speaking, coupled with proficiency in various software tools, signifying his ability to effectively convey complex financial information and ideas.


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    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.