Kevin Barry

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Consumer Services

Finance

Profile

Kevin Daniel Barry is the founder of Cantata Wealth Management LLC.
Formerly, Chief Investment Officer at CapFinancial Partners LLC from 2017 to 2021.
Chief Investment Officer at Summit Financial LLC from 2022 to 2023.
Education includes a graduate degree from the University of London and an undergraduate degree from LaSalle University.

Kevin Barry active positions

Companies	Position	Start

All active positions of Kevin Barry

Former positions of Kevin Barry

Companies	Position	End
Summit Financial LLC Summit Financial LLC Investment ManagersFinance Summit and its investment adviser representatives (IARs) primarily recommend or select investments in ETFs and mutual funds in the Strategic Asset Allocation (SAA), Flexible Managed Accounts (FMA) and Managed Portfolios programs. They also recommend certain outside managers in the Third-Party Managers (TPM) program.	Chief Investment Officer	2023-02-28
CapFinancial Partners LLC CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate.	Chief Investment Officer	2021-05-31

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Linked companies

Private companies	4
University of London University of London Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
LaSalle University LaSalle University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CapFinancial Partners LLC CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate.	Finance
Summit Financial LLC Summit Financial LLC Investment ManagersFinance Summit and its investment adviser representatives (IARs) primarily recommend or select investments in ETFs and mutual funds in the Strategic Asset Allocation (SAA), Flexible Managed Accounts (FMA) and Managed Portfolios programs. They also recommend certain outside managers in the Third-Party Managers (TPM) program.	Finance