Jenn Barry, Cfa, Cfp® Email & Phone Number

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.

Listed skills include Equities, Series 63, Series 7, Sell Side, and 11 others.

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  University Of Michigan

  Economics