
Senior Vice President and Senior Wealth Advisor
Northern Trust Corporation, in San Diego.
Barry has over 35 years of experience providing financial counseling to high-net-worth business owners, corporate executives, professionals, retirees, and those transitioning through the divorce process. Barry has served as a guest lecturer in estate planning for California State University, and co-authored a chapter on managing inherited money in a book on personal financial planning. Barry earned his bachelor's degree in Economics from Brandeis University and a master's degree (MBA) in finance and planning from the Sloan School of Management at MIT. He is a Certified Financial Planner (CFP(r)) and Certified Divorce Financial Analyst among other professional designations, and a member of the North County Estate Planning Council and Collaborative Practice San Diego.
Title | Category | Published |
---|---|---|
The increasing role of illiquid assets in divorce settlements (Part 4) | Family, Wills, Estates & Trusts | Mar. 3, 2023 |
The increasing role of illiquid assets in divorce settlements (Part 3) | Family, Wills, Estates & Trusts | Mar. 2, 2023 |
The increasing role of illiquid assets in divorce settlements (Part 2) | Family, Wills, Estates & Trusts | Mar. 1, 2023 |
The increasing role of illiquid assets in divorce settlements (Part 1) | Family, Wills, Estates & Trusts | Feb. 28, 2023 |
Title | Category | Published |
---|---|---|
The increasing role of illiquid assets in divorce settlements (Part 4) | Family, Wills, Estates & Trusts | Mar. 3, 2023 |
The increasing role of illiquid assets in divorce settlements (Part 3) | Family, Wills, Estates & Trusts | Mar. 2, 2023 |
The increasing role of illiquid assets in divorce settlements (Part 2) | Family, Wills, Estates & Trusts | Mar. 1, 2023 |
The increasing role of illiquid assets in divorce settlements (Part 1) | Family, Wills, Estates & Trusts | Feb. 28, 2023 |