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. and European pension funds
Global consulting firms
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


CAREER DETAIL:

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.

Previously, Barry had spent twelve years as CEO of Prudential Capital Management International, a global investment management unit of Prudential Financial, and before that had marketing and international portfolio management roles at Citibank. He has also worked as an international securities analyst at a Wall Street firm, and has been a consultant to pension funds, banks, insurance companies and investment managers on marketing, business and product issues. Barry started his investment and actuarial career at a London-based insurance company.


PROFESSIONAL QUALIFICATIONS:

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.


Barry M. Gillman,

Principal 

Barry Gillman brings to bear over thirty-five years investment and insurance industry experience
in meeting client needs.

  His goal at Longevity Financial Consulting is to provide clients with superior advice through combining investment and actuarial
disciplines with a creative marketing process.

Qualified as an actuary, Barry’s experience includes global portfolio management, as well as senior business, marketing and consulting roles with money management firms and insurance companies in the U.S. and UK.