Meet the Team

We believe that our people are our strength. Our passionate advisors are driven to meet and exceed the unique goals of each individual client.


  • All
  • Investment Advice
  • Financial Planning
  • Operations & Trading

Kate A. Alves, CFP®


Joseph M. Barry, Jr., CFA

Founder/Investment Analyst

Daniel Pinheiro, CFA, CFP®️️, CAIA

Wealth Manager

Elizabeth M. Garvey, CFP®, CDFA®

Vice President/Director of Financial Planning

Bethany L. Parker, CFP®

Financial Planner

Whitney E. Holland, CPA

Chief Operations Officer

Katherine F. Taylor, MBA

Senior Client Service Manager

Lauren E. Lennahan

Senior Marketing and Client Service Specialist

Sharon L. Elston

Chief Compliance Officer

Tyler C. Craig, CFA

Financial Analyst / Portfolio Implementation Specialist

Julia Fluegel, FPQP®


Building Enduring Relationships

Joseph Barry’s roots go back to Providence, Rhode Island, 1974. In 1982, Joe moved the office to New Bedford, Massachusetts, bringing a major Wall Street firm to serve affluent families residing in the coastal communities to the east and west of the city. In November 2007, Patrick Barry teamed up with Joe and founded the independent firm now known as Barry Investment Advisors, LLC.

Barry Investment Advisors focuses on providing quality investment advice as well as comprehensive and personalized financial planning to over 200 families, many of whom are children or grandchildren of clients that date back to those early years.


Want to see our process in action?

Listen to a recent edition of the Barry Broadcast where we discuss the story of a client who wanted to travel more during retirement. You will also have the option to download an example financial plan, identical to the type of plan provided to the client in this month's podcast.
Listen To The Podcast