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Barry has over two decades of experience in the financial services industry and provides strategic guidance and tailored strategies to the clients he serves. This includes his clients investment management, lending, wealth management and philanthropic needs. Barry leads a team of seasoned advisors supporting the needs of high and ultra high net worth individuals, families, institutions and foundations. His team consists of Wealth Strategists, Portfolio Managers, Trust Officers and Private Bankers. Barry also provides specialized lending solutions related to many areas such as commercial and residential real estate, aviation, marine and fine art. Specialties: Investment Management, Custom Lending, Private Banking, Business Sale Planning, Commercial Financing, Financial Planning, Wealth Succession, Trust & Estate Administration. NOTE:The postings on this site are my own and do not necessarily represent Bank of America's positions, strategies or opinions.
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