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Kevin Barry, CFA®, PRM™, CTFAChief Investment Officer, Consulting Research Group

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

As CAPTRUST’s chief investment officer, Kevin leads the firm’s Consulting Research Group, the team responsible for investment manager due diligence, asset allocation, and discretionary investment management for the firm’s wealth management and institutional retirement plan advisory businesses. He also serves as a member of the Executive Committee. Most recently, Kevin served as chief investment officer and senior portfolio manager for Third Law Capital Management in New York. There, he developed macroeconomic investment themes, conducted fundamental security analysis, and implemented asset allocation, hedging, and risk management solutions for clients. Previously, he was a partner and portfolio manager at Caxton Associates, a global macro hedge fund. He has more than 20 years’ experience in portfolio management, capital market strategy, and investment research.

EDUCATION

  • Bachelor of Science degree in finance from LaSalle University 
  • Master of Science in finance management from the University of London

INDUSTRY DESIGNATIONS

  • Chartered Financial Analyst (CFA®)
  • Professional Risk Manager (PRM™)
  • Certified Trust and Financial Advisor (CTFA)

Personal Profile

Hometown:
Narberth, PA
Favorite Book or Movie:
Hidden Figures | Taken
Ideal Dinner Guest:
Mark Twain & Winston Churchill
Words to Live By:
Rise and Shine
Qualities I Admire in People:
Integrity, resilience, and creativity