Investment Advice

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Joseph M. Barry, Jr., CFA® - Founder/Investment Analyst

Post-Secondary Education:
Babson College – B.S., Business Administration
Chartered Financial Analyst® - 1999

Recent Business Background:

Barry Investment Advisors – 2007 - Present
A.G. Edwards – Sr. V.P./Branch Manager, 1999 - 2007
Merrill Lynch – Sr. V.P./Resident Manager, 1974 - 1999

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Patrick J. Barry - Managing Partner

Post-Secondary Education:
Fairfield University – B.S., Finance 

Recent Business Background:

Barry Investment Advisors – 2007 - Present
A.G. Edwards – Financial Consultant, 2002 -  2007
Blackstone Group – Financial Analyst, 2000 - 2002

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Kate A. Alves, CFP® - V.P. Financial Advisor

Post-Secondary Education:
University of Massachusetts Dartmouth, B.S., Finance
CERTIFIED FINANCIAL PLANNER™™

Recent Business Background:

Barry Investment Advisors – 2014 - Present
Barry Investment Advisors – V.P. Financial Planning, 2007 - 2014
A.G. Edwards – Sr. Financial Associate, 1999 - 2007
Merrill Lynch – Sr. Financial Associate, 1992 - 1999

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Financial Planning

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Elizabeth M. Garvey, CFP® - Financial Planner

Post-Secondary Education:
Villanova University – B.S., Finance
Bentley University – M.S., Financial Planning
CERTIFIED FINANCIAL PLANNER™™

Recent Business Background:

Barry Investment Advisors – 2014 - Present
Barry Investment Advisors – Client Service Manager,  2010 - 2014
Calibre Advisory Services, Inc. – Associate, Financial & Estate Planning, 2004 - 2009
Pioneer Investments – Mutual Fund Accountant, 2002 - 2004

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Jane L. Abbott, CFP® - V.P. Financial Planning

Post-Secondary Education:
Albertus Magnus College – B.A., Economics
CERTIFIED FINANCIAL PLANNER™™

Recent Business Background:

Barry Investment Advisors –  2007 - Present
A.G. Edwards – Sr. Financial Associate,  1999 -  2007
Merrill Lynch – Sr. Financial Associate, 1986 - 1999

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Andi McNamara, CFP® - Financial Planner

Post-Secondary Education:
Framingham State University - B.A. Political Science
CERTIFIED FINANCIAL PLANNER™™

Recent Business Background:

Barry Investment Advisors – 2016 - Present
Great Point Wealth Advisors – Wealth Advisor,  2009 - 2016
Garnet Group Wealth Advisors – Financial Planner, 2007 - 2009
AIG VALIC – Financial Advisor, 2003 - 2007


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Operations and Trading

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Ann E. Sullivan - V.P. Client Service


Recent Business Background:

Barry Investment Advisors –  2007 - Present
A.G. Edwards – Sr. Financial Associate,  1999 - 2007
Merrill Lynch – Sr. Financial Associate, 1992 - 1999

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Sharon L. Elston - Compliance Officer

Post-Secondary Education:
Syracuse University – B.A., Psychology and Anthropology
Georgetown University Law School – J.D.

Recent Business Background:

Barry Investment Advisors – 2009 - Present
SMB InfoTech, LLC – Principal, 2005 - 2009
Tifereth Israel Congregation – Executive Director, 1999 - 2005

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Katherine D. French - Client Service Manager


Post-Secondary Education:
University of Massachusetts Dartmouth - B.S., Business Administration
University of Massachusetts Dartmouth– M.B.A., Business Administration, Organizational Leadership

Recent Business Background:

Barry Investment Advisors – 2014 - Present
New York Life – Financial Services Professional, 2012 – 2014
Rockland Trust Co. – Teller, 2010 – 2012

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Lauren E. Lennahan - Client Service Associate

Post-Secondary Education:
Salve Regina University - B.S., Biology/Chemistry

Recent Business Background:

Barry Investment Advisors – 2016 - Present
HAGIN Investment Management - Director of Client Service, 2012 - 2016
XBInsight, Inc. - Marketing Coordinator, 2010 - 2012                       

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Whitney E. Holland, CPA - Director of Operations

Post-Secondary Education:
Trinity University - B.S., Business Administration
Trinity University - M.S., Accounting

Recent Business Background:

Barry Investment Advisors – 2015 - Present
LIN Media, LLC - Director of SEC Reporting, 2013 - 2015 
KVH Industries, Inc. - Manager of SEC Reporting, 2008 - 2013
Earnest and Young, LLP - Assurance Manager , 2002 - 2008

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Justin L. Neria - Chief Information Officer

Post-Secondary Education:
DeVry University College of Engineering & Information Sciences - B.S., Computer Information Systems 
Marine Corps University - Electronics and Avionics System Engineering, Information Assurance Awareness

Recent Business Background:

Barry Investment Advisors – 2014 - Present
PlumChoice - Lead Project Engineer, 2014– 2014
iMedia Technologies - System Engineer, 2013-2014
Sentinel System Solutions - Network Administration Consultant, 2011 - 2013


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Tyler C. Craig - Research Analyst

Post-Secondary Education:
Boston University - B.S., Business Administration - Concentrations in Finance and Marketing - Minor in Economics

Recent Business Background:

Barry Investment Advisors – 2015 - Present
Barry Investment Advisors - Research Analyst Intern, 2014 – 2015
New Atlantic Management Group - Consulting Intern, 2014 - 2014
Grassroot Soccer - Businesss Development/Finance Intern, 2013 - 2014


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