206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters

Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.

We start with Jenn’s upbringing in the suburbs of Detroit and the culture of owning restaurants in her family that instilled in her the value of a dollar, and a habit of hard work. We follow her love of sports (and volleyball in particular), discuss the coaches and support team that believed in her, and trace her path into finance.

After a career in finance that was fast-paced and intense Jenn felt the need to make a change and after 26 years changed gears to become an investment advisor. We discuss how the focus of that has shifted from advising clients on their finances to advising them on their lives.

We look at what this entails and how the role of a financial advisor is evolving to incorporate behavior – both of the advisor and the clients. There is a shoutout to the Building the Behavioral Advisor program hosted by our mutual friend – and upcoming podcast guest – Brian Portnoy and his team at Shaping Wealth and a discussion of how women in particular are serviced in the wealth advisory business.

This podcast is brought to you with the kind support of Tom Raber and Alvine Capital, a specialist investment advisor and fund placement boutique with offices in London and Stockholm. An early adopter of the “reverse enquiry” form of placement, Alvine relies on insight and dialogue with its pan-European investor base to develop and source investment solutions from a wide variety of industry providers

Aaron Wealth Advisors LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). Aaron Wealth Advisors LLC only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her advisors.