As a Chartered Financial Analyst (CFA) charterholder and Certified Financial Planner™ practitioner, CFP®, Barry provides our clients with trusted advice based on sound financial principles and analysis. With 20+ years of experience, Barry has managed $100M+ in client assets and has advised on $75M+ in acquisitions/divestitures of client owned businesses.
Barry takes a comprehensive approach to portfolio construction and financial planning, by integrating each aspect of a client’s financial picture into his overall analysis. Barry develops an extensive financial road-map by reviewing his client’s investment assets, outstanding liabilities, future cash flow requirements, employee benefits, insurance needs, education goals, and future windfalls. He is willing to work closely with his client’s other professional advisors in order to coordinate portfolio selection, income tax, and estate planning needs. Barry believes this “holistic” approach paints a realistic financial picture for clients and gives them the confidence that comes with preparing for the inherent risks of the future.
Barry attended Florida State University where he graduated with a Master’s in Business Administration (MBA) and a Bachelor’s in Finance. He is a member of the CFA Institute and serves as a member of the board/investment committee for United Methodist Church Foundation Investment Management. As a member and mentor at the Entrepreneur Center of Nashville, Barry helped develop funding strategies for businesses in the early stages of development.