As Director of Investment Management at Centerpoint Advisors, Mark Barry applies deep analytical insight and a passion for research to help clients achieve their financial goals through customized portfolio strategies. With broad expertise across asset classes and investment vehicles, Mark thrives on the opportunity to explore new ideas and adapt to the ever-evolving global markets. Working within Centerpoint’s independent advisory model, Mark leverages a wide spectrum of tools and strategies to deliver tailored investment solutions with precision and care.

Working at Centerpoint:

Mark leads the monitoring and management of client portfolios and drives the development and execution of investment strategies. As a key member of the Investment Committee, he contributes extensive research and in-depth evaluation of models and securities. In addition to his analytical role, Mark engages directly with clients to offer clarity on market conditions, investment rationale, and strategy alignment.

Background:

Mark graduated from Elon University with a Bachelor of Science in Business Administration, majoring in Finance. During his time at Elon, he spent a year abroad in Beijing, where he interned at a transactions advisory firm. Shortly after graduation he joined Centerpoint Advisors as a Research Associate and has been with the firm for nearly 15 years, now serving as the Director of Investment Management. Mark holds FINRA Series 66 and Series 7 licenses and is a CFA® charter holder.