Barry has over thirty-five years of experience providing financial counseling to high net worth business owners, corporate executives, professionals, retirees, and those transitioning through the divorce process. Barry provides comprehensive planning and advisory services for clients regarding cash flow analysis, insurance, income tax, stock options, single stock concentrations, compensation and benefits, wealth transfer and charitable planning, and family education. Barry has served as a guest lecturer in estate planning for California State University, and he co-authored a chapter on managing inherited money in a book on personal financial planning.

Barry’s extensive background includes having been trained in investments with Dean Witter Reynolds (Morgan Stanley), in tax planning with KPMG LLP, in insurance with CIGNA, and in banking with The Citigroup Private Bank. Prior to entering the financial planning field, Barry worked in  economic research and corporate financial analysis.

Barry earned a bachelors degree in Economics from Brandeis University and a Master’s degree (MBA) in finance and planning from the Sloan School of Management at MIT.

Barry is a Senior Vice President and Senior Wealth Advisor in Northern Trust’s San Diego office. He is a Certified Financial Planner (CFP®) and has also obtained the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Divorce Financial Analyst (CDFA) professional designations.

Barry currently serves on the Board of Directors of both the MIT and MIT Sloan Clubs of San Diego, He is a member of the North County Estate Planning Council and Collaborative Practice San Diego. He previously served as Treasurer and Vice President of Early Childhood Education of his temple.