Barry is a Partner & Chief Operating Officer at the firm. His work with families spans the full range of issues related to wealth management, including investment strategy, estate planning, philanthropy, as well as the financial education of family members. In addition to his work with clients, Barry leads the firm’s Operations Group. Prior to joining the firm in 2006, Barry was a Director with Mercer Management Consulting (now Oliver Wyman), where he provided counsel to senior executives at major corporations and investment firms. His experience included market and company analysis, portfolio planning, investment evaluation and due diligence, M&A, business strategy design, and op