Private Advisor, Senior Vice President
Barry works closely with active wealth-builders to help design and implement tailored financial strategies that seek to optimize clients’ personal and professional wealth. He is particularly skilled in helping address the needs of real estate developers and investors, ultra-high-net-worth families, professional traders and private equity managers/sponsors. Drawing on the expansive resources of Rockefeller Capital, Barry channels opportunities to deploy wealth more thoughtfully and effectively, applying a holistic approach to both sides of a client’s balance sheet.
Barry began his career at Bank of America in 1991 in Houston, ultimately becoming a Vice President in the Private Client Group. His wealth management career also includes a tenure with Wells Fargo. In 2000, Barry launched a privately-owned real estate consulting practice while developing residential real estate and managing his investments. He rejoined Bank of America Private Bank as a Senior Vice President in September 2015 and later transferred to the Maxwell Group in August 2021 prior to its move from Merrill Lynch to Rockefeller Capital Management in November 2022.