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Joseph M. Barry, Jr., CFA®
Post-Secondary Education:
Babson College – B.S., Business Administration
Chartered Financial Analyst® - 1999
Recent Business Background:
Joseph Barry Co., LLC – Managing Member, 2007 - Present
A.G. Edwards – Sr. V.P./Branch Manager, September 1999 - November 2007
Merrill Lynch – Sr. V.P./Resident Manager, March 1974 - September 1999
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Patrick J. Barry, Principal
Post-Secondary Education:
Fairfield University – B.S., Finance
Recent Business Background:
Joseph Barry Co., LLC – Principal, November 2007 - Present
A.G. Edwards – Financial Consultant, August 2002 - November 2007
Blackstone Group – Financial Analyst, September 2000 - July 2002
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Jane L. Abbott, CFP®
Post-Secondary Education:
Albertus Magnus College – B.A., Economics
CERTIFIED FINANCIAL PLANNER
Recent Business Background:
Joseph Barry Co., LLC – V.P. Financial Planning, November 2007 - Present
A.G. Edwards – Sr. Financial Associate, September 1999 - November 2007
Merrill Lynch – Sr. Financial Associate, May 1986 - September 1999
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Kate A. Alves, CFP®
Post-Secondary Education:
University of Massachusetts Dartmouth, B.S., Finance
CERTIFIED FINANCIAL PLANNER
Recent Business Background:
Joseph Barry Co., LLC – V.P. Financial Planning, November 2007 - Present
A.G. Edwards – Sr. Financial Associate, September 1999 - November 2007
Merrill Lynch – Sr. Financial Associate, June 1992 - September 1999
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Ann E. Sullivan
Recent Business Background:
Joseph Barry Co., LLC – V.P. Client Service, November 2007 - Present
A.G. Edwards – Sr. Financial Associate, September 1999 - November 2007
Merrill Lynch – Sr. Financial Associate, December 1992 - September 1999
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Sharon L. Elston
Post-Secondary Education:
Syracuse University – B.A.
Georgetown University Law School – J.D.
Recent Business Background:
Joseph Barry Co., LLC – Operations Manager, July 2009 - Present
SMB InfoTech, LLC – Principal, 2005 - 2009
Tifereth Israel Congregation – Executive Director, 1999 - 2005
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Elizabeth M. Garvey, CFP®
Post-Secondary Education:
Villanova University – B.S., Finance
Bentley University – M.S., Financial Planning
CERTIFIED FINANCIAL PLANNER
Recent Business Background:
Joseph Barry Co., LLC – Client Service Manager, April 2010 - Present
Calibre Advisory Services, Inc. – Associate, Financial & Estate Planning, 2004 - 2009
Pioneer Investments – Mutual Fund Accountant, 2002 - 2004
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