Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • AAMS™ Accredited Asset Management Specialist™

Education

  • • Certificate in Financial Planning – Duquesne University
  • • Bachelor of Science in Business Administration, Finance – University of Pittsburgh
  • • Minor, Economics – University of Pittsburgh

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023
  • Five Star Wealth Manager, 2021-2023

Community participation

Barry is and has been actively involved in numerous nonprofit boards and committees across Pittsburgh, including the following:

  • Young Nonprofit Professional Network, Board Member
  • University of Pittsburgh Alumni Associations’ Young Alumni Advisory Committee, Co-Founder, Committee Member
  • University of Pittsburgh Panthers Forward Initiative, Undergraduate Mentor
  • United Way’s ‘Money in Your Pocket Coalition’ Review Committee, Committee Member
  • Mon Valley Initiative’s Workforce Development Program, Committee Member

Interests

Barry shares his home in Brookline with his wife, Josie, and energetic yellow lab, Bailey. In between walking their dog around the neighborhood and local parks, Barry is an avid golfer with a terrible slice. He is also a very big Pittsburgh sports fan, and typically spends much of his fall/winter at Heinz Field for Pitt Panthers and Steelers football games. Barry also enjoys reading and working out at his local gym.