Barry Klarberg, CPA

Designations

• Series 65
• Certified Public Accountant designation

Work Experience

• Joined MAI in 2021 following the acquisition of Monarch Wealth and Business Management, the firm he founded in 2008
• Began his career at Deloitte as the National Director of Sports and Entertainment, then formed KRT Business Management, a firm specializing in Wealth Management Services which he eventually sold to Assante
• Preceding Monarch, Barry spent two years as Senior Managing Director at Guggenheim Partners, LLC heading up Wealth Services in New York and Los Angeles offices, where his team managed over 100 client relationships during his tenure
• Prior to joining Guggenheim Partners, was responsible for managing Assante Wealth Services and Loring Ward Private Family Office
• Internationally recognized as a leader in financial counseling to Athletes, Entertainers, and High Net Worth individuals
• Was elected to the “Sports Business Journal 40 under 40” and has appeared on CNN, CNBC, and The Wall Street Journal Report

Life Outside of MAI 

• Adjunct Professor of Taxation at Pace university from 1985-1989 and has also taught “Business Developments in Sports” at the University of Michigan
• Barry is also partner/owner of the New York Yankees, YES Network, and New York FC (MLS)

Education

• Pace University, BBA and MS in Taxation as well as an Honorary Doctorate