CPA, CFP®, CIMA®
Associate Wealth Advisor
Barry began his career in 1983 in public accounting earning 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 to help people attain financial well-being. He established his own wealth management practice providing holistic financial planning, tax, and investment advisory services. Barry recently joined Mercer Advisors because of their shared passion to help clients achieve their financial goals, its rich wealth management resources, and the opportunity to collaborate with talented financial professionals. Barry is also a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Investment Management Analyst®. He enjoys spending time with his wife, Karen and four children, playing guitar in a classic rock band, and being a life-long learner.