Barry Cohen

Barry is motivated by helping clients achieve their goals and addressing their financial concerns to attain Economic Freedom™ and financial wellbeing. He is dedicated to developing deep relationships with each client, examining all aspects of their wealth, and making recommendations to achieve their objectives while collaborating with in-house specialists in various areas of financial planning.

Barry began his career in public accounting in 1983 and earned his CPA. He then embarked on a 25-year corporate finance career as a financial executive at Morgan Stanley, McKinsey & Company, Inc., and Atlantic Philanthropies, Inc. In 2011, he decided to combine his interest in finance with his passion for helping people attain financial wellbeing by establishing his own wealth management practice, providing comprehensive financial planning, tax, and investment advisory services.

Barry joined Mercer Advisors in 2020 because it shares his passion for helping clients achieve their financial goals, offers rich wealth management resources, and provides opportunities to collaborate with talented financial professionals. Barry earned a Bachelor of Science degree in finance and accounting from the University of Buffalo. He is also a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst®.

In his free time, Barry enjoys spending time with his wife and four children, playing guitar in a classic rock band, playing golf, and reading suspense/thriller books as well as history and philosophy books.