Jenn Barry, Cfa, Cfp® Email and Phone Number
Jenn Barry, Cfa, Cfp® work email
- Valid
- Valid
- Valid
Jenn Barry, Cfa, Cfp® personal email
Jenn Barry is Chief Administrative Officer at Aaron Wealth Advisors. Working directly with the CEO and President, she plays a critical role in the overall performance and success of the firm. Jenn manages daily administrative operations, provides input for strategic planning, collaborates on policy implementation, oversees resource allocation, evaluates performance, and drives talent acquisition and cultural initiatives. Jenn’s key responsibilities include human resources, compliance, marketing, public engagement, and business development. Prior to her current role, Jenn was an investment advisor for 3 years. In this role, Jenn advised successful entrepreneurs, executives, and hedge fund principals on all aspects of their personal wealth, leveraging her vast network and years of experience navigating various market and economic cycles. Prior to joining Aaron Wealth, Jenn built an accomplished career on Wall Street, spending decades on trading desks across New York, Boston, and Chicago. She served as a trusted resource to professional investors working in the top echelons of the country’s preeminent asset management firms. Jenn’s natural leadership abilities and advocacy for women in finance has been recognized consistently throughout her career with a multitude of selective roles and awards. In 2009, Jenn was hand-picked to oversee Citigroup’s Midwest Institutional Equity Sales franchise in Chicago. In this role, Jenn led a growing team of successful sales professionals while also managing her own client relationships across the Midwest. Jenn graduated from the University of Michigan’s Department of Economics in 1994 and has since continued to advance her financial acumen through years of rigorous study. She achieved one of the highest distinctions in the investment management profession by becoming a Chartered Financial Analyst® (CFA®) charterholder in 2000. In addition, Jenn has obtained her CFP® certification and completed the Building the Behavioral Advisor™ Program by Shaping Wealth. Jenn was born and raised in the Detroit area and is an active member of Farmington Hills’ Mercy High School Alumnae Association, proudly supporting an institution she credits with much of her early character development. A primary driver of the boundless energy and focus Jenn brings to all aspects of her life is her passion for personal wellness and fitness. When not in the office, you’ll often find Jenn in the midst of an intense Power Zone session on her Peloton bike. Jenn lives in the northern suburbs of Chicago with her husband and 3 beautiful children.
-
Chief Administrative OfficerAaron Wealth Advisors Jan 2024 - PresentChicago, Illinois, UsJenn is the senior executive who oversees the daily administrative operations of Aaron Wealth Advisors. She reports directly to the CEO and plays a critical role in the overall performance and success of the firm. -
Managing Director, Investment AdvisorAaron Wealth Advisors Jan 2021 - Jan 2024Chicago, Illinois, UsAaron Wealth is a registered independent advisory firm, dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. -
Co-Head Of The Illinois Leadership CouncilCiti Feb 2019 - Sep 2020New York, New York, Us -
Managing Director, Institutional Equity Sales, Midwest Sales ManagerCiti Dec 2016 - Sep 2020New York, New York, Us -
Co-Chair Of Citi Chicago Women’S NetworkCiti Mar 2017 - Mar 2019New York, New York, Us -
Director, Institutional Equity Sales, Midwest Sales ManagerCiti Jan 2009 - Dec 2016New York, New York, UsInstitutional Equity Sales -
Director, Institutional Equity SalesCiti Feb 1997 - Dec 2008New York, New York, Us -
Associate, Sales & TradingCiti Aug 1996 - Feb 1997New York, New York, UsSalomon Brothers Production School -
Investment Banking Financial Analyst, High Yield Capital MarketsCiti Aug 1994 - Jul 1996New York, New York, Us
Jenn Barry, Cfa, Cfp® Skills
Jenn Barry, Cfa, Cfp® Education Details
-
University Of MichiganEconomics
Frequently Asked Questions about Jenn Barry, Cfa, Cfp®
What company does Jenn Barry, Cfa, Cfp® work for?
Jenn Barry, Cfa, Cfp® works for Aaron Wealth Advisors
What is Jenn Barry, Cfa, Cfp®'s role at the current company?
Jenn Barry, Cfa, Cfp®'s current role is Chief Administrative Officer at Aaron Wealth Advisors.
What is Jenn Barry, Cfa, Cfp®'s email address?
Jenn Barry, Cfa, Cfp®'s email address is je****@****oup.com
What schools did Jenn Barry, Cfa, Cfp® attend?
Jenn Barry, Cfa, Cfp® attended University Of Michigan.
What skills is Jenn Barry, Cfa, Cfp® known for?
Jenn Barry, Cfa, Cfp® has skills like Equities, Series 63, Series 7, Sell Side, Series 24, Citigroup, Chartered Financial Analyst, Cfa, Series 3, Sales, Sales Management, Student Recruiting.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial