Barry M. Gross,
CPFA Senior Vice President, 1792 Wealth Advisors Investment Manager, Wealth Advisor, RJFSAs a highly experienced wealth advisor and investment manager, Barry provides meaningful goal-based financial planning and well-reasoned investment strategies to the individuals, families, businesses and nonprofits he serves. As a Certified Plan Fiduciary Advisor, he also works with company retirement plans regarding their ERISA plan investment management and fiduciary responsibilities.
Barry 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.
He devotes constant attention and study of the markets to identify tactical opportunities and important market trends. Barry calls or emails clients regularly to discuss important matters, such as realistic expectations, risk management and the growth of assets over time.
Barry has more than 40 years of experience in financial services. He moved to Raymond James with the 1792 Wealth Advisors team in 2017. “Moving was a team decision. Raymond James’ research and reputation was, and continues to be, very attractive to us,” Barry says.
Previously in his career, Barry was a financial advisor and first vice president at Morgan Stanley. Earlier, he worked at Merrill Lynch for three decades, where he held a wide range of positions, including complex director, managing director-retirement services, resident vice president, first vice president, branch manager, wealth manager and financial advisor. He is a graduate of Penn State University and holds a Bachelor of Science degree in economics and marketing.
When Barry is not busy serving his clients, he sets aside time to help others. He and his family have supported Children’s Specialized Hospital in New Brunswick, New Jersey, and throughout the state since the mid-1990s. His wife and three children have all served as volunteers, and Barry has been a co-chair or served on the committee for the annual golf fundraiser for 25 years.
Barry is originally from Pittsburgh, Pennsylvania. He and his wife, Susan, now reside in New Providence and Ocean City, New Jersey. They have three daughters, Lauren, Amy and Kara, and two grandchildren, Rey and Teddy. In his free time, Barry enjoys golfing, sailing and reading historical nonfiction. He is a past board member of the Hudson County Chamber of Commerce.
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.
