Barry is a 40-year veteran of the financial services industry and joined UBS in 2013. From his experience helping wealthy multi-generational families, entrepreneurs, corporate executives, and business owners over the years, Barry has developed a deep and varied expertise across all areas of wealth management that enables him to deliver pragmatic, proven advice for his clients' unique financial needs and goals.
Barry uses a disciplined, yet intuitive approach to Wealth Management, with a keen focus on delivering sound solutions and strategies that preserve assets while creating growth opportunities. He enjoys building fulfilling relationships with his clients, and looks forward to his interactions with them every day. Barry takes great pride in his ability to add value to his clients' lives by maintining a high standard of support, collaboration, and knowledge in every one of his relationships.
Barry has been married for 43 years and has two grown children and one grandchild. He is very dedicated to supporting his community. Barry is the immediate Past President of Temple Judea in Coral Gables, and has served as the Vice-Chairman of the Board of Trustees of Friends of WLRN, Inc., Treasurer of the Alpha Epsilon Pi Foundation and past President of the Alpha Epsilon Pi Fraternity. A veteran of the U.S. Coast Guard, Barry also has a Commercial pilot's license
Registered States:
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MI, NC, NJ, NM, NY, OH, OR, TX, VA, VI