Jenn Barry, CFA, a Managing Director and Investment Advisor at Aaron Wealth Advisors, has deep expertise in providing personalized planning, risk management, and investment advice to wealthy individuals and families. Barry is a natural leader who focuses on building personalized relationships with her clients. “I love using my knowledge, experience, and empathy to help others define and achieve their goals. I truly believe wealth is a tool to provide clients with a fulfilled and meaningful life,” shares Barry. After nearly 30 years on Wall Street, most recently as Managing Director of Citi’s Institutional Equity Sales office in Chicago, Barry is a well-known advocate for women and has been recognized throughout her career with many leadership roles and awards. “I have worked tirelessly over the last 30 years to achieve success by educating and challenging myself as well as mentoring and advocating for others,” shares Barry, who earned a B.A. in Economics from the University of Michigan in 1994 and earned the Chartered Financial Analyst (CFA®) designation in 2000. She recently completed the Building the Behavioral Advisor™ Program by Shaping Wealth and is a Candidate for CFP® certification.
For more information, visit aaronwealth.com/ourteam/jenn-barry-cfa. Aaron Wealth Advisors LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC).
Aaron Wealth Advisors LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.