Barry Sobel has over 20 years of wealth management and money management experience. His clients are almost entirely entrepreneurs who have created substantial "first generation" wealth. These families use Barry as their personal "Chief Financial Officer", enabling them to concentrate on what they do best, building businesses or enjoying retirement. In todays global economy, Barry and his team incorporate a dividend driven strategy employing Deutsche Banks Global Macro Economic views on every aspect of world markets including equities, currencies and bonds. He is Certified Financial Planner, a Barron's / Winner's Circle Top Advisor and one of the Top 40 Advisors in America according to Fortune Magazine.
Barry believes that giving back to the community is an individual's obligation. He serves on the board of the Jewish Agency for Israel (JAFI) and is chair of the Financial Resource Committee. He is also on the National Council for AIPAC (where he is political chair) and the Executive Board of the American Israel Chamber of Commerce.
Barry and his wife, Jodie, have been married for 20 years and have two teenage daughters.
He serves as a Board Member since June 2011. He has served previously as a committee member, since June 2009.