Mike Barry
Managing Partner
After a 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 successful entrepreneurs who launched new enterprises, key 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
Merrill Lynch Wealth Management:
Senior Vice President, Wealth Management Advisor, Portfolio Manager
Forbes “Best-In-State Wealth Advisors" 2018, 2019, 2020, 2021, 2023
Forbes "Top 250 RIA" 2023
Certified Investment Management Analyst® (CIMA®)
Defined Contribution Investment Consultant, DCIC
Certified Plan Fiduciary Advisor, CPFA
Certified 401(k) Professional (C(k)P®™)
University of California Santa Barbara: BA, International Relations / Business
Wharton School at the University of Pennsylvania: Certified Investment Management Analyst
Carondelet High School: Board of Trustees - Development Chair
Diablo Charitable Foundation: Co-Founder, Board Emeritus
Past Roles and Boards:
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
Mike spends his days between Danville and Southern Florida. He’s enjoyed many years of coaching and being a spectator at his daughter’s sports competitions. Mike was a NCAA decathlete and USATF Master track and field athlete. He enjoys entertaining, especially Italian wood oven cooking and grilling with his family and friends.
