As our VP, Asset Allocation Strategist, Barry Gilbert combines a background in thought leadership with a pragmatic and disciplined approach to portfolio management. Before joining Carson, he was VP and Asset Allocation Strategist at LPL Financial. At LPL, Barry led the Strategic and Tactical Asset Allocation Committee that determined the firm’s short- and long-term views and was responsible for creating the firm’s long-term capital market assumptions and strategic asset allocation. He also chaired the investment committees that had oversight of many assets managed by LPL Research, including LPL’s two flagship model portfolios. These investment committees also had oversight of LPL’s alternative investment, tax aware, strategic, and income focused models.
Prior to joining LPL in 2013, he worked at Axiom Valuation Solutions valuing private firms and a long/short hedge fund supporting implementation of a quantitative portfolio management strategy.
Barry holds a PhD in philosophy from Boston University, an MA from the Pennsylvania State University, and a BA from Haverford College. A former educator, he taught finance and economics in the MSF and MBA programs at Northeastern University’s D’Amore-McKim School of Business. Prior to his career in asset management, Barry taught philosophy, the history of ideas, and writing and rhetoric at Harvard University, Trinity College and Boston University, and has served as a visiting research fellow at the Institute for Human Sciences in Vienna, an international think tank in politics and economics.
A frequent contributor to publications covering asset allocation, policy, fixed income and economics, Barry has been quoted in Bloomberg, the Wall Street Journal, Barron’s, the New York Times, and Politico, among others.
Barry lives in the greater Boston area with his wife, Jenny, their daughter, and their dog and two cats. When not working he likes to watch his daughter play volleyball, take his dog for a long walk along the Charles River with Jenny, or spend some time learning something new.
