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Barry has over 20 years of experience serving the needs of ultra-high-net-worth clients, family offices, foundations and corporate entities. As a private bank wealth advisor for over a decade, he not only managed the relationships of the bank’s most important clients, but he also worked with other private bank professionals, developing strategies to solve diverse financial situations. His work ranged from the banking, credit, insurance and trust areas to investment management and family office—ranking him in the Top 10 of Wells Fargo Private Bank Wealth Advisors. Barry’s decision in 2010 to establish Juncture Wealth Strategies was part of his continued effort to bring innovative, customized solutions to the complex needs of ultra-high net worth individuals, families and nonprofits. He continues to enjoy addressing all of his clients' unique needs in the professional and caring manner that has been his hallmark for over two decades.
The ability to connect with clients personally as well as professionally. I enjoy tackling the complex needs of people’s financial lives. I am passionate about providing succinct, easy-to-implement solutions that not only deliver financial clarity but also benefit our clients’ lives—and their family’s lives.
Being a committed and loyal husband, step-father, grandfather and friend. To lead a life filled with honesty, integrity and high moral standards. To lead by example, giving back to those who have supported me along the way and assisting those who are in need.
I really enjoy using my background as “The Interpreter” to bring a client from a polite, but uncomfortable, nod of understanding to an “aha” moment of awareness. Professionals have made this industry fraught with complexity, it’s my job to translate it into usable knowledge.
Jack has over 20 years of tax consulting, wealth planning, and trust administration experience, all while working with high-net-worth clients and institutions. This includes implementing tax strategies at a national accounting firm, supervising client relationships at an asset management practice, and managing a trust team at a multi-national bank. Using those experiences, Jack joined his trusted friends in 2013 to “get the band back together” and serve clients the way we know it can be done.
As Chief Compliance Officer, Jack helps drive the transparency of what we do, verifying that all client needs are met in a fiduciary manner. Clients require confidence and clarity in all of our actions…operating with that goal in mind drives the entire Juncture team.
I really enjoying using my background as “The Interpreter” to bring a client from a polite, but uncomfortable, nod of understanding to an “aha” moment of awareness. Professionals have made this industry fraught with complexity, it’s my job to translate it into usable knowledge.
I am always in pursuit of the other perspective before I make a decision or judgment. If you get to know a person and understand their background and the shoes they’ve walked in, all of a sudden the world immediately around you seems more human.
Brad has over 20 years of experience managing investment portfolios for high-net-worth individuals and institutional clients. Brad’s experience valuing privately held companies, as well as his research in asset and risk allocations, has provided the foundation for his strategic perspective on investment methodologies. Brad’s decision to join Juncture was based on his desire to continue to research and implement leading-edge investment strategies to help clients achieve their financial goals.
Clients inspire my work! I continuously research new mathematical, statistical and scientific discoveries for application to the financial markets.
The inspirations in my life are: faith, family, friends and fitness. I have been exceedingly blessed in those areas and love to help others succeed in their lives as well!
Mahes built his career helping clients invest in their financial future and supporting wealth advisors to grow thriving wealth management practices. From his family and community to the wealth advisors he works with, Mahes is driven to provide meaningful support and lasting impact. He has over 20 years of experience leading multidisciplinary teams in corporate and non-profit sectors as well as in banking, brokerage, private banking and investment advisory.
Supporting advisors in growing their businesses and achieving their entrepreneurial vision through comprehensive, business-building services—designed with the truly independent advisor in mind.
A life leading my family and community to invest in each other and get big things done!