Barry joined Capital Wealth Planning in 2022 as an Analyst/Trader. Which is in perfect alignment with his experience as an independent trader and, previously, as head trader for a futures trading pool specializing in equity index derivatives.

At CWP, Barry is responsible for trade execution, analytics, and reconciliation. He brings more than a decade of discretionary trading experience across a wide range of financial products including futures derivatives, U.S. equities, Foreign Exchange Market, and equity options.

Barry attended Santa Fe College and, when he isn’t head down in portfolio details, he enjoys watching and playing sports, part of his focus on fitness, health and wellness. He also enjoys spending time with his family and getting outside to grill up a meal.