Barry M. Fine

Experience

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  B&F Home Inprovements

  Feb 1995 - Aug 2005

  Senior Partner

  Design, restoration, and construction for residential properties. Independent consulting services and assessments.

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  New York Life Insurance Company

  Jan 1999 - Jan 2005

  Director of Financial Planning - Eagle Strategies Corp, Inc.

  Developed centralized planning unit using NAVIPLAN financial planning software for 500+ council level advisers as the primary national sales channel for Eagle Strategies Corp, a NYL Registered Investment Advisor firm. Helped to integrate unit with The Nautilus Group, a subsidiary of NYL and supported national sales force in plan design, technical support, and plan consultation.

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  Sagemark Consulting

  Jan 2005 - Jan 2006

  Director of Financial Planning

  Resident financial planner and case designer. Provided advice and guided case design for council- level advisers in complex. Managed revenue-generating opportunities for C-level decision-makers providing team leadership, professional training, specialist, team-builder, coach and adviser. Provided estate planning legal document reviews and recommended strategic estate tax and trust planning solutions.

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  Geometry Group, LLC/FINEX

  Mar 2005 - Feb 2010

  Executive Vice President, Geometry Financial Partners, LLC

  Co-founder of emerging Register Investment Adviser serving Medical Professionals and C-level decision-makers. Established wealth management platform, in-house planning division, insurance agency, and custodial relations with Fidelity. Responsible for full suite of wealth advisory services for doctors, dentists, hospitals, executives, privately-held business owners, professionals, entrepreneurs in all areas of wealth management including employee and employer target plan.

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  Citi

  May 2010 - May 2012

  Citigold Manager

  Served as senior advisor to Citigold bank clients. Assess the advantages and disadvantages of distinct banking, credit, and investment transactions domestic and international. Projects include analyzing best-in-class investment research with domestic and global expertise and providing advanced plan design for comprehensive wealth/life management plans. Provided guidance and plan design for family legacy, business succession, tax planning, investment management, estate planning, cash flow planning, insurance analysis, philanthropy. Private banker to business owners and individuals managing all financial affairs from payroll, group benefits, pension to cash management, global banking, lending, insurance, wealth management. Show less

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  Marks Paneth & Shron LLP/HKFS

  May 2012 - Mar 2013

  Senior Financial Advisor

  Barry M. Fine served as senior financial adviser and managed registered investment advisory division of accounting, tax and business consulting practice. Serve as investment adviser for company retirement plans, adviser and negotiator for all critical client transactions – succession planning, estate, charity, investment, tax, insurance, retirement. Conduct all client meetings, investment research and analysis. Practice has an emphasis on closely held, family businesses, high net worth individuals, medical, legal and real estate related entities. Serve as key confidant and adviser to families including those with small to medium size businesses. Extensive experience addressing complex financial needs of high net worth individuals and business owners. An acknowledged expert with over 20 years’ experience in wealth management designing wealth/life plans. Show less

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  FINEX Wealth Management and Empire Projects, Inc.

  May 2012 - Jan 2015

  Business and Construction Executive

  Barry M. Fine has been devoted to counseling families and business owners who have special need for life planning and business construction decisions that are cost effective and sustainable. Mr. Fine takes special care to analyze all financial sources which include government regulations, policy, and income to determine what beneficial solutions are available for the long-term. Mr. Fine designs plans that outline the immediate and long-term costs and models what should be left in cash and invested at the lowest possible cost. He is an acknowledged expert with over 20 years experience in financial services and takes the time to completely understand the family's vision to achieve quality of life and to ensure that care giver providers and services are inexplicable in place. Additionally, Mr. Fine provides construction management and consulting to clients who require these services. Show less

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  Capital One Wealth and Asset Management Private Bank

  Feb 2015 - Jun 2016

  Private Bank Wealth Planning Strategist

  Mr. Fine is Vice President, Wealth Planning Strategist at Capital One® Private Banking and Wealth Management in New York. As a specialist with 25 years of experience, Mr. Fine delivers world-class wealth planning services with a team of commercial banking experts offering comprehensive solutions for business-owners, wealthy individuals and families, endowments, foundations, and other organizations. Mr. Fine also focuses on your individual needs, helping to protect your assets and to achieve your long-term goals. Show less

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  NYS Municipal Credit Union

  Aug 2016 - now

  Vice President, Wealth Management

  Full service wealth management platform for member firms and employees. Comprehensive financial planning and banking services, wealth management, risk management, employee benefits.