Barry M. Gross is a Senior VP and Partner of 1792 Wealth Advisors and Senior Portfolio Manager, Wealth Advisor with Raymond James Financial Services. Barry focuses on financial planning, investment management and retirement plans for individuals, businesses, and non-profit groups. He is also active with opportunities in alternative investments including private equity, managed futures and hedge funds with access to Banking and Lending for both individuals and businesses.
Prior to joining 1792 Wealth Advisors, Barry spent 8 years with Morgan Stanley and 30 years with Merrill Lynch where he served as a Financial Advisor, Branch Manager, and Managing Director in Marketing and Corporate Retirement Plans. Barry was instrumental in building joint venture arrangements for the Retirement Group at Merrill Lynch which became major sources of new relationships for the firm. Barry also served as Managing Director and Branch Manager of a number of mid to large sized branch offices and Complexes for Merrill Lynch throughout the country and successfully recruited and guided business growth in all branches.
Barry is active in the community volunteering time to the Children’s Specialized Hospital Foundation where he serves on the Investment Committee. He participates on the Golf Committee and is credited for raising over $1.5 million for the Foundation through various events. He formally served on the board of the Hudson County Chamber of Commerce and was also a board member and president of Fairmount Country Club where he remains a member. Barry is also active with entrepreneurship and angel financing activities. He previously worked on the board of the Business Development Incubator (BDI) at New Jersey City University and also served on the board of the Garber Fund at Penn State which invested in start-ups making initial and expansion capital investments.
Barry and his wife Susan reside in both New Providence and Ocean City, NJ. They have 3 daughters and one granddaughter. Barry graduated from The Pennsylvania State University with a Bachelor Degree in Marketing and Economics.
Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.