Meet our Quorum
Mike Barry
After 30-plus years at Merrill Lynch, co-founder Mike Barry longed to build a business that put clients first. After significant time spent brainstorming the details around what makes an optimal firm, Mike gathered a team of like-minded professionals to launch Quorum Private Wealth.
Throughout his career, Mike worked with a wide range of clients from successful entrepreneurs to key executives at large, publicly-traded firms. He has experience working with many of the most complex financial circumstances, and now he brings an added layer of knowledge to the table—that of a business owner.
In addition to helping his clients find the right strategies and tactics to protect their wealth, Mike helps families assign purpose to their money, helping them build a legacy.
Mike is a Certified Investment Management Analyst, a Certified 401(k) Professional, a Certified Plan Fiduciary Advisor, and the recipient of numerous awards, including the Forbes / SHOOK Best-in-State Wealth Advisors list for the past three years.
Insights from Mike Barry
What really happens at the Fed
One of the most common misconceptions about money is that the Federal Reserve (or Fed) “sets” interest rates.
Four years in the books
Each year, we take a moment to celebrate our milestones—to help us appreciate what we’ve built so far
The Quorum Private Wealth guide to trusts
Trusts (or trust funds) are one of those financial planning terms that starts to feel diluted over time.
Managing Partners Kelly Milligan and Mike Barry discuss the recent market volatility due to uncertainty, tariff policy, inflation and other geopolitical situations.
Mike Barry talks to Sanctuary Wealth's Mary Ann Bartels about potential opportunities and which sectors may be volatile as we enter 2025.
Four years in business: What we learned
Mike Barry reflects on four years of independence. He covers the decision to name the firm Quorum, the accolades of the past four years, and what's next.
