Barry started his career at Bear Stearns in 1997. During this time he worked as an analyst, trader, and with individual clients. Barry worked with some of the largest money managers in the world while at Bear Stearns and ended his career there as a vice president. “Working on both the retail and institutional side of Wall Street gave me a unique perspective on the financial service world. During my years working at Bear Stearns, the market went through an Asian crisis, an Internet bubble, a terrorist attack, and a credit bubble. Being directly exposed to seeing how the best money managers in the world navigated through these times was an extremely invaluable experience. One thing I came away with was that the individual investor is at a disadvantage without an advisor who has their best interests at heart.”
After Bear Stearns, Barry joined Fisher Investments where he counseled clients on investments. “It was a great experience, but I was working solely with high net worth individuals. I wanted to create a business where individuals and families from all walks of life, regardless of net worth or income, could have access to first class professional advice and service.” As such, Waits Investments imposes no client minimums based upon financial status.
Barry also earned his MBA in finance while working at Bear Stearns.
