Barry Gilbert

Vice President, Asset Allocation Strategist

Barry Gilbert, PhD, CFA, currently serves as Vice President and Asset Allocation Strategist at Carson Group, where contributions include market views, asset allocation decisions, and portfolio management for a leading investment team. Previously, Barry held the role of Portfolio Manager and Asset Allocation Strategist at LPL Financial, overseeing multi-asset models with over $50 billion in assets under management, while also guiding financial advisors with strategic insights. Barry's academic experience includes instructorships in financial strategy and risk management at D'Amore-McKim School of Business and Harvard University, in addition to teaching philosophy at institutions such as Trinity College. Educational credentials include a B.A. in Philosophy from Haverford College, a Ph.D. in Philosophy from Boston University, and an M.A. in Philosophy from Penn State University.

Location

Watertown, United States

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