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Features | Aug. 2024

JENN BARRY,CFA, CFP®: CHIEF ADMINISTRATIVE OFFICER, AARON WEALTH ADVISORS

By Contributor

PRODUCED & EDITED BY KEMMIE RYAN
WORDS BY SHERRY THOMAS
PHOTOGRAPHY BY IAN MCLEOD & KATRINA WITTKAMP
STYLING BY THERESA DEMARIA
HAIR & MAKEUP BY FRANCES TSALAS, LEANNA ERNEST, MARGARETA KOMLENAC, & RONNIE PRINCE
EDITORIAL ASSISTANT: CHEYANNE LENCIONI

86 Sr2024 08 001 4h9a9059

Jenn Barry, Chief Administrative Officer at Aaron Wealth Advisors, is a champion of connection and collaboration. “I served as a trusted resource to institutional money managers for 25 years. When I became an advisor, my focus shifted to helping people in their personal lives,” explains Barry, who works with the CEO and President at Aaron Wealth Advisors to manage daily operations, strategic planning, talent management, and cultural initiatives. “Now, as a senior leader of the firm, my goal is growing, developing, and managing our team as we strive toward client and firm success. My career has been built upon my ability to connect with others, build relationships, and find ways for everyone to succeed.” Her path to the investment world came indirectly from working in the family restaurant business. “Being in a small business teaches you many lessons—hard work, client service, and financial responsibility—but it also taught me I didn’t want to work in a restaurant,” she says. “I worked hard to get myself to Wall Street so I could find more opportunity and realize my passion and capabilities. I had an interest in the stock market growing up but then fell in love with economics my freshman year at University of Michigan. I think my choice of career was, and is, a great intersection of business and relationships.” Today Barry is raising her three children on the North Shore with the help of a supportive spouse. “I have so much respect for single parents,” she says, adding that her philanthropic passion is to help struggling, working mothers through Fellowship Housing and Habitat for Humanity. “The impact on my work has been putting my own challenges in perspective—sharing my passion with clients and prospects to ignite discussion and motivate others to find their passion.”

For more information, visit aaronwealth.com/team/jenn-barry-cfa.

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.

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