Barry holds the designation of Certified Investment Management Analyst or CIMA®, taught in conjunction with the prestigious Wharton Business School at the University Pennsylvania, a program sponsored by the Investment Management Consultants Association.

He prides himself on his continuing education and staying on top of current world economic and geopolitical developments. Barry’s specialty is interpreting macroeconomics and their impact on client’s portfolios.

He is the author of the nationally best-selling Severance Package Strategy Book dealing with issues surrounding downsizing. This book has sold over 10,000 copies. As well, Barry has appeared on national TV and radio, as a guest speaker at the Financial Forum for five years, and as guest speaker at numerous corporate and private functions.

Prior to entering the investment business in the early 90s, Barry spent 25 years in the computer field working for companies such as IBM and Sears, and eventually owned his own computer consulting company, providing business solutions to a wide spectrum of national and international clients.

   
CIMA® (Certified Investment Management Analyst) is a trademark of the Investment Management Consultants Association.

AIF® and AIFA® is a tradmark of The Center for Fiduciary Studies and is awarded to individuals who successfully complete initial and ongoing accreditation requirements.