Jenn Barry, Cfa, Cfp®

Jenn Barry, Cfa, Cfp® Email and Phone Number

Chief Administrative Officer at Aaron Wealth Advisors @ Aaron Wealth Advisors
Jenn Barry, Cfa, Cfp®'s Location
Chicago, Illinois, United States, United States
Jenn Barry, Cfa, Cfp®'s Contact Details

Jenn Barry, Cfa, Cfp® personal email

n/a
About Jenn Barry, Cfa, Cfp®

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.

Jenn Barry, Cfa, Cfp®'s Current Company Details
Aaron Wealth Advisors

Aaron Wealth Advisors

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Chief Administrative Officer at Aaron Wealth Advisors
Jenn Barry, Cfa, Cfp® Work Experience Details
  • Aaron Wealth Advisors
    Chief Administrative Officer
    Aaron Wealth Advisors Jan 2024 - Present
    Chicago, Illinois, Us
    Jenn 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.
  • Aaron Wealth Advisors
    Managing Director, Investment Advisor
    Aaron Wealth Advisors Jan 2021 - Jan 2024
    Chicago, Illinois, Us
    Aaron 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.
  • Citi
    Co-Head Of The Illinois Leadership Council
    Citi Feb 2019 - Sep 2020
    New York, New York, Us
  • Citi
    Managing Director, Institutional Equity Sales, Midwest Sales Manager
    Citi Dec 2016 - Sep 2020
    New York, New York, Us
  • Citi
    Co-Chair Of Citi Chicago Women’S Network
    Citi Mar 2017 - Mar 2019
    New York, New York, Us
  • Citi
    Director, Institutional Equity Sales, Midwest Sales Manager
    Citi Jan 2009 - Dec 2016
    New York, New York, Us
    Institutional Equity Sales
  • Citi
    Director, Institutional Equity Sales
    Citi Feb 1997 - Dec 2008
    New York, New York, Us
  • Citi
    Associate, Sales & Trading
    Citi Aug 1996 - Feb 1997
    New York, New York, Us
    Salomon Brothers Production School
  • Citi
    Investment Banking Financial Analyst, High Yield Capital Markets
    Citi Aug 1994 - Jul 1996
    New York, New York, Us

Jenn Barry, Cfa, Cfp® Skills

Equities Series 63 Series 7 Sell Side Series 24 Citigroup Chartered Financial Analyst Cfa Series 3 Sales Sales Management Student Recruiting Capital Markets Investment Banking Financial Analysis

Jenn Barry, Cfa, Cfp® Education Details

  • University Of Michigan
    University Of Michigan
    Economics

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.

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