We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
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)
Pace University, BBA and MS in Taxation as well as an Honorary Doctorate
We look forward to learning about your financial goals.