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taxes and market volatility, and
Sept. 13 & 27
Money Matters Review
CEO, Senior Investment Analyst
Capital Market Consultants, INC. (CMC)
Barry serves as CEO and Senior Investment Analyst for CMC and has worked in the financial services industry for more than thirty-five years. He brings a wealth of practical management, business building, teaching and investment management consulting experiences to client engagements. He has spoken frequently at industry events over the years on subjects ranging from investment analysis, client profiling, money manager style analysis, investment consulting, advisor training and other topics. He is the author or co-author of a number of articles on various aspects of the practice of investment management consulting.
Barry earned his Certified Investment Management Analysts designation (CIMA®) from the Investment Management Consultants Association and the University of Pennsylvania’s Wharton Business School in 1990. He has been a member of the Investment Management Consultants Association since 1989. Barry earned a B.S. from Palmer College in Davenport, Iowa in 1976.
Disclosure: Calibre Investment Management, LLC is a registered investment adviser. Calibre Investment Management, LLC and Capital Market Consultants, Inc. (CMC) are independent of each other. Calibre compensates CMC as a third party advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Calibre Investment Management, LLC does not provide tax or accounting advice. Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any US Federal Tax advice contained in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of: (i) avoiding penalties under the internal revenue code; or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
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