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Barry Gilbert Cfa

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Barry Gilbert Cfa

Vice President, Asset Allocation Strategist | Carson Group

Watertown, Massachusetts, United States

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Barry Gilbert Cfa

Summary

Barry Gilbert is a seasoned Vice President and Portfolio Manager at Carson Group, known for his expertise in asset allocation and strategic investment management. With a diverse educational background in philosophy and finance, he combines rigorous quantitative analysis with a deep understanding of market psychology. His experience spans various prestigious institutions, where he has taught courses on ethics and critical thinking, reflecting his multidisciplinary approach. Barry is recognized for his strong communication skills and ability to lead teams effectively, fostering a collaborative environment that drives performance. His commitment to understanding investors' needs underscores his philosophy of putting clients first in all portfolio construction decisions. Barry's unique blend of analytical and creative problem-solving skills positions him as a thought leader in the financial industry. He is passionate about mentoring emerging talent and contributing to the broader financial community.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

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Corporate Experience

Consulting Experience

Barry Gilbert Cfa

Work Experience

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Vice President, Asset Allocation Strategist at

Carson Group

July 2023 - Present

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Portfolio Manager and Asset Allocation Strategist at

LPL Financial

May 2013 - July 2023

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Instructor at

Northeastern University Holdings LLC

January 2009 - January 2012

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Financial Analyst at

Axiom Valuation Solutions

January 2007 - January 2008

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Instructor at

Harvard University

January 2002 - January 2006

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Visiting Lecturer, Department of Philosophy at

Trinity College Hartford

January 1999 - January 2001

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Junior Research Fellow at

Institut Fur Die Wissenschaften Vom Mencschen

January 1998 - January 1998

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Frequently Asked Questions about Barry Gilbert Cfa

What is Barry Gilbert Cfa email address?

Barry Gilbert Cfa's primary email address is *************@lpl.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Barry Gilbert Cfa work for?

Barry Gilbert Cfa is a Vice President, Asset Allocation Strategist at Carson Group, a company specializing in Functions related to depository banking.

Where Barry Gilbert Cfa graduated from?

Barry Gilbert Cfa holds a degree in Philosophy from Haverford College.

How can I directly contact Barry Gilbert Cfa?

To contact Barry Gilbert Cfa directly, you can use the email address *************@lpl.com. Complete contact information is available upon registration with Muraena.

Who is Barry Gilbert Cfa?

Barry Gilbert is a seasoned Vice President and Portfolio Manager at Carson Group, known for his expertise in asset allocation and strategic investment management. With a diverse educational background in philosophy and finance, he combines rigorous quantitative analysis with a deep understanding of market psychology. His experience spans various prestigious institutions, where he has taught courses on ethics and critical thinking, reflecting his multidisciplinary approach. Barry is recognized for his strong communication skills and ability to lead teams effectively, fostering a collaborative environment that drives performance. His commitment to understanding investors' needs underscores his philosophy of putting clients first in all portfolio construction decisions. Barry's unique blend of analytical and creative problem-solving skills positions him as a thought leader in the financial industry. He is passionate about mentoring emerging talent and contributing to the broader financial community.

Barry`s contact details

mail

*************@lpl.com

********@carsongroup.com

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