Barry Hilliard, CFA
Portfolio Manager
Barry works closely with clients to create and implement tailored wealth management strategies. He relies on over 20 years of research and investing experience to help individuals, families, and organizations achieve their long term financial and estate-planning objectives. Barry is a member of the Investment Committee and contributes to the investment research process in addition to his portfolio management responsibilities.
Barry worked as an Equity Analyst at Middleton & Company early in his investment career, and has come full circle after working in similar investment roles at Atlantic Trust, U.S. Trust, Bainco, and Santander Investments. Prior to the investment industry, he worked as a Project Engineer in the oil field equipment/services industry.
Barry earned a Bachelor of Science in Mechanical Engineering from Worcester Polytechnic Institute and a Master of Business Administration from Babson College. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society Boston.
