Mike Barry

Managing Partner

925.488.4007

During his 30-plus year career at Merrill Lynch, Mike longed to help create the optimal platform to deliver sound, client-driven, holistically based solutions to the clients he and his partners serve. The result of his vision and commitment is Quorum Private Wealth. Mike has decades of experience working closely with his clients, assisting them to put a plan in motion to fulfill the security, legacy and philanthropy they seek. Today, Mike continues to empower his clients, whether they’re brilliant entrepreneurs who launched new enterprises, ambitious executives leading publicly traded companies or highly skilled professionals in law, finance or healthcare. With success comes complex financial circumstances, and Mike helps his clients navigate the strategies and tactics needed to not only protect their wealth, but to find the purpose that wealth will have for their family, legacy and community.

Prior Work Experience

Recognition

Accreditations

Education

Volunteer Service

Personal

Prior Work Experience

Merrill Lynch Wealth Management:
Senior Vice President, Wealth Management Advisor, Portfolio Manager

Recognition

Forbes “Best-In-State Wealth Advisors" 2018, 2019, 2020, 2021

Accreditations

Certified Investment Management Analyst® (CIMA®)
Defined Contribution Investment Consultant, DCIC
Certified Plan Fiduciary Advisor, CPFA
Certified 401(k) Professional (C(k)P®™)

Education

University of California Santa Barbara: BA, International Relations / Business
Wharton School at the University of Pennsylvania: Certified Investment Management Analyst

Volunteer Service

Carondelet High School: Board of Trustees - Development Chair
Diablo Charitable Foundation: Co-Founder, Board Emeritus

Past Roles:
Diablo Country Club: President
Rotary International, American Diabetes Association, Walnut Creek Chamber of Commerce
Merrill Lynch National Training Faculty: Lecturer on Behavioral Finance, Optimal Practice Models, Goals Based Wealth Management

Personal

Mike and his wife, Tricia, live in Danville. They have enjoyed many years of coaching and being spectators at their daughter’s sports competitions. They are passionate about entertaining, especially Italian wood oven cooking. Mike was a NCAA decathlete and USATF Master track and field athlete.