Barbara has provided the tailored services and customized advice that help high-net-worth clients and their families to build and protect their wealth across generations since 1996. Barbara joined CI RegentAtlantic in 2017, was named Co-Chair of the firm’s Wall Street Women Forum in 2021, was named as Partner in 2021, and is currently launching the firm’s LGBTQ+ practice. Her previous experience includes positions with U.S. Trust and Goldman Sachs & Co. Barbara holds a bachelor’s degree from Providence College in Rhode Island.
A sought-after speaker on wealth management and an active volunteer, Barbara has helped to provide early learning experiences for young children, raise funds for the Pancreatic Cancer Action Network (PanCAN), mentor women, and ensure the LGBTQ+ community gets the representation, advice, and strategies they need to succeed. She and her family split their time between Williamsburg, Brooklyn and Asbury Park, New Jersey.
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Phone: (973) 425-8420, ext. 281