Kevin D. Barry, CFA

Chief Investment Officer Years of Experience: 25
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054

Bringing over 25 years of experience in the investment management business, Kevin Barry joined Summit Financial LLC in August 2022 as Chief Investment Officer. Mr. Barry will focus on bringing clients and advisors a broader range of investment offering resources and solutions.

Most recently, Mr. Barry was the Chief Investment Officer at CAPTRUST, overseeing more than $60 billion in discretionary assets under management for wealth, institutional retirement, endowment and foundation, and outsourced CIO clients. Previously, Kevin served as a Partner at Caxton Associates Alternative Funds, where he was also a Hedge Fund long/short equity portfolio manager. Prior to Caxton Associates, Mr. Barry managed mutual funds and separate accounts at Credit Suisse Asset Management, achieving top quartile investment returns. As a highly regarded investment expert, Mr.  Barry has appeared on CNBC, Bloomberg among other media outlets.

In addition to earning the CFA, Mr. Barry has a Master’s in Finance from the University of London. He also achieved certification as a professional Risk Manager (PRM). Mr. Barry received his undergraduate degree from LaSalle University.

Away from the office, Mr. Barry is a volunteer firefighter. He and his wife have served as foster parents. He is active with several charities including Tresor Women Warriors – a foundation that initiates and supports women-led small businesses in West Africa.