Join us on Wednesday, May 31, 2017, where CAPTRUST Defined Contribution Practice Leader Scott Matheson will moderate a 60-minute discussion on the topic of discretionary investment management with CAPTRUST senior investment experts, Jennifer Dunbar and John Leissner.
Wednesday, April 26, 2017 | Raleigh, NC
CAPTRUST Announces New Investment Chief
Firm Hires Industry Veteran to Lead Investment Research Division
CAPTRUST Financial Advisors, one of the nation’s leading independent retirement and investment advisory firms, has announced the hiring of Kevin D. Barry as chief investment officer. Based in CAPTRUST’s headquarters in Raleigh, North Carolina, Barry will lead the firm’s Consulting Research Group, the 11-person team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s wealth management and institutional retirement plan advisory businesses.
“CAPTRUST has a well-deserved reputation in the investment industry for its rigorous due diligence processes and innovative investment solutions,” Barry said. “I am delighted to be a part of this world-class investment team and excited to get to work with my new colleagues.”
Most recently, Barry served as chief investment officer and senior portfolio manager for Third Law Capital Management in New York. There, he developed macroeconomic investment themes, conducted fundamental security analysis, and implemented asset allocation, hedging, and risk management solutions for clients. He has more than 20 years’ experience in portfolio management, capital market strategy, and investment research.
“Kevin is a highly regarded investment professional with the deep experience and proven track record that will allow him to immediately add significant value to our investment team and our leadership bench as we grow,” said J. Fielding Miller, CEO and co-founder of CAPTRUST. So far this year, the firm has opened new offices in Cincinnati, Philadelphia, Minneapolis, and Austin.
Barry studied finance at LaSalle University in Philadelphia and the University of London, where he received a Master of Science in Financial Management. He is a Chartered Financial Analyst® (CFA), Professional Risk Manager (PRM™), and Certified Trust and Financial Advisor (CTFA).
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $215 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.
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