Barry is an ardent advocate for helping others and has found immense fulfillment in the world of wealth management. At Sand Hill, he takes great pride in serving clients and potential clients, where success hinges on trust, integrity, and putting clients’ interests first. Working alongside a proficient team dedicated to the client’s best interests, Barry brings a wealth of experience and knowledge to each client relationship, a testament to his more than two decades in wealth management.

His journey into finance and investment began during his tenure as partner and CEO at one of the Bay Area’s largest office furniture dealers. After successfully selling the business, he embarked on a second career, driven by his deep-seated interest in personal finance. Barry discovered a profound passion for financial planning and its transformative impact on the well-being of individuals and families. His pursuit led to earning a certification in Personal Financial Planning with distinction from U.C. Berkeley, and he embarked on his journey as a wealth manager and a CFP® certificant.

Apart from his role as Managing Director at Sand Hill, Barry places a particular emphasis on estate planning, with a special focus on philanthropic giving. He derives immense satisfaction from guiding individuals and families with legacy charitable ambitions on how they can support causes dear to them while leaving a lasting legacy for their loved ones. Barry is committed to helping clients meet their personal goals while contributing positively to society.

His involvement with various foundations and nonprofit organizations has been instrumental in expanding his resources to support clients in making informed philanthropic decisions. Barry’s dedication to philanthropy and community betterment earned him the Association of Fundraising Professionals Golden Gate Chapter’s prestigious Spirit of Philanthropy Award in 2022, recognizing his exemplary contributions and leadership in social change

As a Bay Area native, Barry relishes spending his leisure time with his partner, whether in the bustling heart of the city or at their second home in wine country, where they share their adventures with their loyal Vizsla, Reily. Beyond these cherished moments, Barry and his partner often embark on international expedition cruises, exploring the world’s wonders together.