Barry is driven by dedication to his work and the best interests of his clients. As Executive Vice President and Group Director of Wealth Management, he is responsible for business development, strategic planning, compliance, and risk management. He leads our Wealth Management Group in managing more than $700 million for clients, including individuals, families, endowments, foundations, and small businesses. Barry’s career in financial services began in 1982, giving him a unique relationship with many of our clients as they navigate the process of wealth transfer and succession planning. He enjoys helping families and non-profits with their money management and financial planning needs.
Barry holds a B.S. in Finance from Penn State University, a CERTIFIED FINANCIAL PLANNER™ professional, and graduated with Honors from ABA’s National Graduate Trust School at Northwestern University. Active in his community, he has served on the Board of the Bucks County Association for the Blind and Visually Impaired for over 20 years, is an Authority Member of the Middle Bucks Institute of Technology, and coached youth soccer for over a decade. A competitive endurance athlete, Barry also enjoys fly tying and fishing, gardening, and spending time with his family.
CONTACT US: 215-860-9100
Monday-Friday: 9am-5pm
Saturday: 9am-12pm
AFTER HOURS CALL CENTER: 215-579-3401
Monday-Friday: 3pm-10pm
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