![Kevin Barry](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Kevin Daniel Barry is the founder of Cantata Wealth Management LLC.
Formerly, Chief Investment Officer at CapFinancial Partners LLC from 2017 to 2021.
Chief Investment Officer at Summit Financial LLC from 2022 to 2023.
Education includes a graduate degree from the University of London and an undergraduate degree from LaSalle University.
Cargos activos de Kevin Barry
| Empresas | Cargo | Inicio |
|---|
Antiguos cargos conocidos de Kevin Barry.
| Empresas | Cargo | Fin |
|---|---|---|
Summit Financial LLC
 Summit Financial LLC Investment ManagersFinance Summit and its investment adviser representatives (IARs) primarily recommend or select investments in ETFs and mutual funds in the Strategic Asset Allocation (SAA), Flexible Managed Accounts (FMA) and Managed Portfolios programs. They also recommend certain outside managers in the Third-Party Managers (TPM) program. | Director de Inversiones | 01/03/2023 |
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Director de Inversiones | 01/06/2021 |
Formación de Kevin Barry.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
14
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
University of London
 University of London Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
LaSalle University
 LaSalle University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate. | Finance |
Summit Financial LLC
Summit Financial LLC Investment ManagersFinance Summit and its investment adviser representatives (IARs) primarily recommend or select investments in ETFs and mutual funds in the Strategic Asset Allocation (SAA), Flexible Managed Accounts (FMA) and Managed Portfolios programs. They also recommend certain outside managers in the Third-Party Managers (TPM) program. | Finance |
- Bolsa de valores
- Insiders
- Kevin Barry
