Mark J. Barry, CFA, Director of Investment Management
Mark thrives on the opportunity to learn something new each and every day as the global market environment continues to evolve. Working under the independent business model at Centerpoint Advisors, Mark is able to extend his knowledge using a wide variety of securities, asset classes, and investment strategies. He finds the application of this knowledge most rewarding as he helps clients achieve their goals through expert portfolio management.
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® charter holder.
Working at Centerpoint
Mark’s day-to-day activities at Centerpoint are focused on the monitoring of all client portfolios and execution of investment strategy. Passionate about detailed research, Mark brings great depth to the Investment Committee through the proposal and evaluation of investment vehicles and models. In addition to his work behind-the-scenes, he also takes on a client facing role providing individuals and families with deeper insight on how the current state of the market effects their customized investment solutions. 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.