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JENN BARRY (CFA, CFP®) is the Chief Administrative Officer at Aaron Wealth Advisors, where she works directly with the firm’s CEO and President to manage daily operations, strategic planning, talent management, and cultural initiatives. Prior to joining the C-suite, Barry was an Investment Advisor, guiding successful entrepreneurs, executives, and financial professionals on all aspects of their personal wealth. Barry spent almost 25 years in institutional equity sales at Citi, where she served as a trusted resource to professional investors at the country’s preeminent asset management firms. She graduated from the University of Michigan with a degree in Economics in 1994, became a Chartered Financial Analyst (CFA®) in 2000, and obtained her CFP® certification in 2023. Today, Barry lives in the Northern Suburbs of Chicago with her husband and three children.
What conversations are you passionate about bringing to the table? I am passionate about health, wellness, and evolving into the best version of yourself. Six years ago, I lost over 90 pounds and re-ignited my former inner-athlete. I am currently training for triathlons, and I find the strength and confidence in my athletic abilities translate into strength and confidence in my professional endeavors. I love to share my health and wellness journey with others, showing them change and better balance is possible, so they can start their own journeys.
How do you maintain balance between your professional and personal life? I focus on my health and wellness so I’m the strongest, best version of myself and able to handle my professional and personal life demands. I am maniacal about my schedule—both work and home. I plan months in advance so I understand which tough choices I need to make between my daughter’s swim meets and business dinners. My intention is to always do my very best at work and as a mother and wife, but I try to accept when my best wasn’t exactly what I had hoped to achieve.
What legacy do you hope to leave behind? Our focus at Aaron Wealth is guiding good people who want to leave things better than they found them. I feel drawn to the firm’s mission as I share this goal. I hope to leave behind a legacy of hard work, resilience, achievement, and championing others. I want to leave this place better than I found it and have the love of family and friends to make the journey happy and joyful.
For more information, visit aaronwealth.com. You may also follow her on LinkedIn. 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.
