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
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
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
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
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
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
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
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
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
Ernst and Young, LLP - Assurance Manager, 2002 - 2008
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
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