CURRENT AND FORMER CLIENTS:
Brandes Investment Partners L.P.
Global Wealth Allocation, LTD
American International Group
UOB Global Capital
Details on request regarding client assignments below:
U.S. pension fund
North American consulting firm
Canadian equity investment management firm
UK global bond manager
French equity investment management firm
German investment manager
Scandinavian bank, asset management division
Japanese-U.S. joint venture asset manager
Before founding Longevity Financial Consulting, Barry spent ten years as a Director at Brandes Investment Partners L.P., an independent investment manager in California. He developed and led the Brandes Institute, the firms’ “thought leadership” division and also served as the firm’s Director of Portfolio Strategies. Barry remains affiliated with Brandes as the Research Director of the Brandes Institute Advisory Board. He also serves as Executive Consultant for FS Associates, Inc., and chairs the Wealth Allocation Council, a research group affiliated with Global Wealth Allocation Ltd.
Barry is a Chartered Financial Analyst (CFA), a Fellow of the Institute of Actuaries (FIA), and an Associate of the Society of Actuaries (ASA). He holds B.A. and M.A. degrees from Cambridge University in England.