I was introduced to the art of serving clients at an early age when I began working at my father’s furniture store in Fitchburg, Massachusetts.  My father served as my mentor and taught me that client service is all about the Golden Rule.  We treat clients how they want to be treated.

While studying business at Babson College, I was drawn to the excitement of Wall Street and knew I wanted to pursue a career in the financial industry.  I began my career in 1974 as an Account Executive at Merrill Lynch.  After 25 years at Merrill, I transferred to A.G. Edwards as a Senior Vice President/Branch Manager and in 2007, created the independent advisory firm, Barry Investment Advisors, LLC, with my son, Patrick Barry.  I have continued to follow the Golden Rule throughout my 43-year career and believe this is why our business has achieved so many long-lasting relationships with clients and their families. 

I currently reside in Portsmouth, Rhode Island and Naples, Florida with my wife, Pam and we enjoy spending time with our granddaughter (and grand dog, Chip!) in our free time.  We are avid boaters and also enjoy golfing and biking.  The best piece of financial advice that I’ve received was during my tenure at Merrill Lynch and it is to follow Benjamin Graham’s value investing philosophy.  In short, focus on owning financially sound companies, use market fluctuations to your advantage and seek a margin of safety. 

I’ve been working with Joe Barry for just over 25 years.  I started doing trades (and manually reconciling them on paper!), went on to obtain my CFP and served as a Financial Planner and am currently a Financial Advisor for the firm.  My experience at the firm has been nothing short of rewarding. I love working with my clients and knowing their “story,” whether it be about their family history, their interests or their financial picture.  I find it very gratifying when our team can help clients move towards financial freedom.

I grew up in East Freetown, MA and still reside in Southeastern Massachusetts with my husband, my two sons and last, but not least, our beloved dog, Lilly.  I am an avid New England Patriots fan and can be found at most of their home games. I also enjoy cross-fit, spinning, golf and traveling – specifically to Aruba. The best piece of financial advice I’ve received is to “buy a company on sale and then be patient.”

I grew up in Cohasset, Massachusetts, a small coastal town about 20 miles south of Boston.  While attending Babson College, I had the privilege of working for Wall Street Games, the company that ran the AT&T Stock Market Challenge.  It was an amazing experience and really put me on track for my career.  I began working in this industry in 1999 as an Equity Portfolio Analyst and then as a Portfolio Manager with Charlotte Capital, Keane Capital Management, and Powell Financial. 

I joined the team at Barry Investment Advisors in 2017 as the Director of Research.  I am passionate about researching stocks and enjoy being able to discuss the pros and cons of owning various companies with clients. 

My wife and I reside in South Carolina and enjoy walking our dog, Roxy (a rescue Black Lab) and playing tennis.  We have two sons.  Jack attends Swarthmore College and is on their baseball team.  Owen is a swimmer and will be on the swim team at Davidson College beginning this fall.  We are very involved in their athletics and make it to their games and meets whenever possible.  The best piece of financial advice I’ve received?  If you don’t understand the business, don't invest in that business.

I grew up in Rochester, Massachusetts and currently reside in Whitman, Massachusetts with my son, Jack and my husband. I received my Bachelor of Science in Marketing from University of Massachusetts, but soon after graduating, decided to pursue a career in the finance industry. I found the industry to be not only an intellectually challenging field, but also quite emotionally rewarding.

I began my career as a Fund Accountant and soon after, became a Senior Fund Accountant and finally, a Senior Performance Analyst at State Street Corporation in Boston, Massachusetts. From there, I went to work for Seaward Management in Boston as a Financial Planner and Head Trader. I obtained my CFP license in August of 2014 and came to work for Barry Investment Advisors as the Director of Financial Planning in January of 2018. I love learning and helping people and couldn’t think of a better role to be able to do that. There is nothing more rewarding than knowing I’m making a difference in our clients’ lives.

When not in the office, I enjoy spending time outdoors with my husband and son as well as reading and relaxing on the beach. The best piece of financial advice that I have received is from my father – “Live below your means and always maintain good credit.”

I grew up in South Dartmouth, Massachusetts and currently reside just up the road in Fairhaven, Massachusetts with my husband and our rescue dog, Maya. I attended the University of Massachusetts Dartmouth and received a Bachelor of Science degree in Finance with the goal of working for a financial services firm in a planning role.

I began my career as an Administrative Assistant at Northeast Planning Associates in Fairhaven and soon after, became a Paraplanner and finally, the Practice Manager for the firm. I began working for Barry Investment Advisors as a Paraplanner in January of 2018. I love meeting new people and look forward to building long-lasting relationships with our clients and their families as well as assisting them to achieve their financial goals.

When not at work, my husband and I enjoy hiking with our dog and doing various renovation projects on our new house. The best piece of financial advice I have ever received? Building your financial picture is much like building a home; you must start with a solid foundation. Additionally, always pay yourself first.

Similar to Kate, I too have been working with Joe Barry for 25 years. I started working for him as a temporary administrative assistant and came on full-time as an administrative assistant in 1992. I have assisted in many areas of the firm, including trading, scheduling, and reporting and I am currently the V.P. of Client Service. I couldn’t ask for a better team or better clients to work with. Nothing makes me happier than knowing we have been able to help a client.

I grew up in New Bedford, MA and my husband I still live in town. We have a son and a daughter and 3 small grandchildren who we are lucky enough to see nearly every week. When not spending time with our family, we enjoy our 20-year tradition of going to dinner every weekend with our group of friends. We also love to travel and specifically, enjoy spending time on Cape Cod or Florida. My favorite piece of financial advice that I’ve received? “Be conservative.”

I grew up in upstate New York, but my father was in the Navy, so myself and my five brothers were able to experience living in a number of places including Hawaii, Main, and South Carolina. I graduated from Georgetown University Law School and began my career as a Project Manager at Padanaram Associates. From there, I served as the Executive Director of Tifereth Israel Congregation and then as Principal of SMB InfoTech, LLC.

In 2009, I was approached by Joe and Pat Barry to join the team at Barry as a Compliance Officer. Having never worked in finance, I was excited for a new experience and challenge. I especially appreciate and enjoy servicing our clients and assisting them whenever necessary. Currently, as the firm’s Chief Compliance Officer, I handle all compliance-related matters for the firm but am also available to assist with account-specific questions or transactions.

When not working, I enjoy cooking and gardening. My favorite piece of financial advice I have received? “Contribute to a retirement account…”

I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Café located in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA at University of Massachusetts Dartmouth. Since graduating, I have worked as a Bank Teller at Rockland Trust and a Financial Services Representative at New York Life.

I joined the Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it is solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, cashiering, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling and enjoying life on the coast and all that is has to offer. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”

I am originally from Wisconsin (Go Packers!) and moved to New England in 2001. After receiving my Masters in Accounting from Trinity University in San Antonio, TX, I joined Arthur Andersen as a staff auditor. I spent 8 years in public accounting and then moved on to do SEC Reporting for KVH Industries, Inc. and then for LIN Media, LLC in Providence, RI.

I was offered the position of Director of Operations for Barry Investment Advisors in 2013 and welcomed the opportunity to learn a new role in a new industry. I really enjoy working with a team who has such passion not only for their jobs, but also for our clients. They truly go above and beyond every day. As the Director of Operations for the firm, I oversee day-to-day trade activity and the processes which make our business tick.

When not working, I enjoy traveling to see family and going to the beach with my two kids and my husband. My favorite piece of financial advice I’ve received? “Start contributing to your 401K immediately and never carry a balance on your credit card…”

I grew up in a small town outside of Oakland/San Francisco and moved to New England to go to Boston University in 2011. I was just entering my teenage years when the financial crisis hit. After witnessing the effect that this had on my father’s business and the stress that it can put on families and communities, I was encouraged to study finance and economics to better understand the root causes and how to avoid such material losses.

I started with Barry Investment Advisors as an intern doing investment research and started full time with the firm in 2015. I have always had a natural curiosity about the world and finance and this job has given me a unique lens to view and learn about both.

I am an avid tennis player and was a tennis instructor during my teenage years, working my way up to Head Pro by the age of 18. I am a sports fanatic and religiously follow my favorite sports teams, specifically Manchester United and all of professional soccer. I also enjoy traveling and specifically spending time at my family’s lake house in Lake Tahoe. One of the best pieces of advice I’ve heard is from Warren Buffett – “Ultimately, there’s one investment that supersedes all others: Invest in yourself. Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”