Mark J. Barry, CFA, Co-Portfolio Manager
Mark thrives on the opportunity to learn something new each and every day as the global market environment continues to evolve, and applying this knowledge as part of the Centerpoint team to help clients achieve their goals. Working under the independent business model, Mark is able to apply and extend his knowledge using a wide variety of securities, asset classes, and investment strategies.
Mark graduated from Elon University in 2012 with a Bachelor of Science in Business Administration, majoring in Finance with a minor in Asian Studies. While in school he spent time abroad in Beijing, where he was an intern at Ascension Capital, a transactions advisory firm specializing in assisting Western companies to establish or expand their presence in China. Shortly after graduation, he joined Centerpoint Advisors as a Research Associate. Mark holds FINRA Series 66 and Series 7 licenses, and is a CFA® charterholder.
Working at Centerpoint
Mark’s day-to-day activities at Centerpoint include security and asset class research, assisting in the development of investment strategy, and portfolio implementation and trading. As a member of the Investment Committee, he also presents weekly market updates to the team and contributes to the quarterly Intelligent Index and fixed income newsletters. As with the rest of the team, Mark is available to speak with clients regarding market concerns, investment research, and strategy clarification.
Outside the office
When Mark is not in the office, he greatly enjoys playing ice hockey in a local men’s league, and he is also an avid Boston Bruins fan. He occasionally attempts to translate his hockey skills onto the golf course, the success of which is still pending. Outside of watching and playing hockey, Mark’s other interests include reading and keeping up with a variety market related current events. In particular he does so through reading the print version of the Financial Times, an international daily publication which he highly recommends.