Barry Friedson , Cfp ®, Cfa ® Email and Phone Number
Barry Friedson , Cfp ®, Cfa ® work email
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Barry Friedson , Cfp ®, Cfa ® personal email
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Barry Friedson joined Newroads Financial Group in 2016, after spending over 20 years in the financial industry. Prior to joining Langdon Ford Financial in 2013 (now Allied Wealth Partners), Barry spent over ten years delivering complex trading and portfolio optimization solutions for portfolio managers and traders at various financial institutions including Alliance Capital, Deutsche Bank and Arden Asset Management, where he was the Chief Technology Officer.Barry combines extensive market knowledge and analytical skills to help clients crystalize future goals and develop a tailored financial blueprint. He understands that every client is unique and as part of the Newroads team, Barry enhances the invaluable relationships between the firm and our clients. Sharing many of Newroads Financial Group’s core values and work philosophies, Barry uses his professional and technical abilities to keep the firm moving forward and create new solutions for our clients to help meet the goals and achieve their dreams. Barry has obtained the CERTIFIED FINANCIAL PLANNER TM designation. He is also a Chartered Financial Analyst. In addition to holding his Series 7 and 66 securities registrations, Barry is a licensed broker of life, health, disability and long-term care insurance. Barry earned his Masters of Business Administration in Finance from the Stern School of Business at New York University as well as duel engineering degrees from the University of Pennsylvania.Investment Advisor Representative of Cetera Advisor Networks. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Senior Financial PlannerNewroads Financial Group Oct 2016 - PresentOver the last generation, financial issues have increased tremendously in both number and complexity, making financial planning a necessity to successful individuals and business owners. The process of determining financial goals against one's present position and developing an overall plan to achieve those goals takes a commitment. It can however, take less time and effort than you might think.At Newroads Financial Group, we form lifelong relationships with our clients. The client supplies the personal information, a little time, and a commitment to make decisions. We determine the problems, develop the strategies, and assist in plan implementation. After that, we are there to help adjust, update, and manage the plan to assist our clients in achieving their desired goals and objectives. We commit to our partners and to their financial welfare.
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Financial AdvisorAllied Wealth Partners Jan 2013 - Oct 2016Parsippany, Nj, UsFounded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of April 2014, we assist clients with over $2 billion of assets and have over $3 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning. *Formerly Langdon Ford FinancialSecurities and Investment Advisory Services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 14 Walsh Drive, Parsippany, NJ 07054 www.alliedwealthpartners.com Tracking#: 936878 DOFU: 6/2014 -
CtoArden Asset Management 2006 - 2010As CTO, I was responsible for a multi-million dollar technology budget and all technology needs across the firm including infrastructure, application development/implementation and vendor management. Worked closely with users from all parts of the firm (Investment Committee, Research, Fund Accounting, Risk Management, Legal/Compliance and Client Service/Sales) to determine technology requirements and develop and deploy the required solutions. Managed a technology team of up to 15 including employees, contractors and consultants. Oversaw the technology requirements for and the relocation of Arden’s main office from 350 Park Avenue to 375 Park Avenue including the build out of the firm’s new datacenter. Managed a multi-project, multi-year upgrade of Arden’s core technology platform from Excel and a multitude of single purpose in house developed applications to a combination of Webfolio (Trading, Fund Accounting, and Research Due Diligence), Saleslogix (Client Relationship Management), Cognos (BI analysis and Internal and Client Reporting) and Documentum (Document management). Hired and mentored an internal technology team of ten, thereby eliminating the firm’s dependency on expensive contractors and consultants while reducing firm’s overall technology headcount by over 30 percent. -
DirectorDeutsche Asset Management 2000 - 2006Frankfurt Am Main, Hessen, DeA senior member of the technology team within DB ARS, I reported directly to the ARS CTO. My primary responsibility was management/development of Front Arena, the primary trading/accounting platform for Deutsche Bank hedge fund trading worldwide. Co-managed a team of fifteen developers that supported Front Arena as well as multiple additional applications. Front Arena user base numbered 150 including traders, middle and back office, risk management and compliance. Additional responsibilities included selection/installation of order management systems, portfolio optimizers and front office analysis tools. -
General PartnerMsm Investors Jul 1998 - Dec 2003Managed a small investment partnership for family and friends.
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Senior ProgrammerAlliance Capital 1999 - 2000Provided support and maintenance for various fixed income systems, including bond trading system, security lending and mortgage backed security trading system. Supported testing and Y2K certification of MBS trading system
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Senior Programmer AnalystThomson Reuters May 1995 - Jul 1999Toronto, On, CaSupported the migration of mainframe database system to a client server relational database environment. Developed database design and wrote data conversion programs.Analyzed user requirements for, designed and developed system for on-line maintenance of security information including equity, bond, and options data and prices.Designed and developed programs to parse and process over twenty vendor data feeds -
Systems AnalystLockheed Martin Jul 1990 - May 1995Bethesda, Md, UsSupported the development of numerous advanced technology projects exploiting natural language processing and artificial intelligence including internal R&D and ARPA sponsored research.Managed the development of a proof of concept demonstration of a data filter system for a national-level intelligence site. Oversaw and integrated the work of five programmers and delivered a working system at half of the projected cost of $200,000.
Barry Friedson , Cfp ®, Cfa ® Skills
Barry Friedson , Cfp ®, Cfa ® Education Details
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Nyu Stern School Of BusinessFinance -
University Of PennsylvaniaComputer Engineering
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Bergenfield High School
Frequently Asked Questions about Barry Friedson , Cfp ®, Cfa ®
What company does Barry Friedson , Cfp ®, Cfa ® work for?
Barry Friedson , Cfp ®, Cfa ® works for Newroads Financial Group
What is Barry Friedson , Cfp ®, Cfa ®'s role at the current company?
Barry Friedson , Cfp ®, Cfa ®'s current role is Senior Financial Planner at Newroads Financial Group.
What is Barry Friedson , Cfp ®, Cfa ®'s email address?
Barry Friedson , Cfp ®, Cfa ®'s email address is ba****@****ail.com
What schools did Barry Friedson , Cfp ®, Cfa ® attend?
Barry Friedson , Cfp ®, Cfa ® attended Nyu Stern School Of Business, University Of Pennsylvania, Bergenfield High School.
What are some of Barry Friedson , Cfp ®, Cfa ®'s interests?
Barry Friedson , Cfp ®, Cfa ® has interest in Social Services, Children, Economic Empowerment, Politics, Education, Science And Technology, Health.
What skills is Barry Friedson , Cfp ®, Cfa ® known for?
Barry Friedson , Cfp ®, Cfa ® has skills like Personal Financial Planning, Special Needs Planning, Life Insurance, Wealth Management, Asset Managment, Portfolio Management, Trading Systems, Fund Of Funds, Alternative Investments, Fixed Income, Asset Management, Risk Management.
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