Barry is a principal based out of Dallas, TX.
CAPTRUST welcomed Barry to our team in 2021. He brings over 30 years of insight and experience working directly with wealthy families and as a senior executive at top financial institutions across the country.
Barry joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as a partner and managing director. Barry led the leadership team and all operational aspects of Covenant, ranging from the acquisitions of firms and talented individuals to the implementation of new technology and reporting capabilities.
Prior to joining Covenant, Barry held leadership positions at two wealth management practices in Dallas—director of sales and wealth management at True North Advisors and senior vice president at Frost Bank. Previous to Frost Bank, he provided strategic leadership as executive vice president of BOK Financial. Barry began his career with Bank One, now JPMorgan Chase. He earned a Bachelor of Business Administration degree in accounting and finance from Baylor University.
Outside of work, Barry believes in actively supporting his community and has served on the boards of various nonprofit organizations. He enjoys spending time with his wife Allison and their two boys, Benjamin, and Blake.
- Bachelor of Business Administration degree in accounting and finance from Baylor University
- Certified Private Wealth Advisor