Wealth advisors showcase generational success
Like Cal Ripken, Jr., Tiger Woods and Payton Manning – all of whom learned their trade from their fathers and reached the pinnacle of their careers as a result – the father‐son team of Barry and Zack Garber are also a prime example of generational success. Today, they earned the prestigious recognition by Forbes as the only father‐son duo from the Baltimore metropolitan area to be named to its wealth advisor lists for 2020 – Barry as one of the “America’s Top Wealth Advisors” and Zack as one of “America’s Top Next‐Gen Advisors”.
For nearly three decades, wealth manager Barry Garber has been advising institutions and high net‐worth individuals with the best practices in financial investment. Having earned accolades over the years for his performance in the industry, Garber recognized in recent years that there was a unique generational opportunity and encouraged his son Zack to join him as a partner. In 2015, having spent four years gaining industry experience in London and New York and then successfully completing his MBA at Wharton prior, Zack joined the Garber Wealth Management Team of Alex. Brown, A Division of Raymond James.
“What could be better than sharing one of the industry’s most prestigious awards than with your son,” said Barry Garber. “Individually and collectively, we have worked hard to deliver results for our clients, and it is particularly gratifying to be recognized in the national arena.”
This is the fifth year that Barry Garber has been featured on the Top Wealth Advisors list, which includes 250 advisors who manage nearly $1 trillion in client assets. Zack Garber has been recognized on the Top Next‐Gen list, which includes 500 rising advisors who help manage over $1 trillion in client assets, each year since 2017. Both were nominated by their firm, then vetted and ranked by SHOOK Research.
“Barry is my father and biggest supporter as well as my mentor,” said Zack Garber. “Working together, I have the opportunity to learn so much from him, and I am inspired by his vision and ability to tackle the everyday tasks without losing sight of the longer‐term picture. It’s an honor to be recognized by Forbes alongside my father. I’m proud of what we’ve accomplished and look forward to continuing to serve our clients and community together.”
The Garber Wealth Management team is made up of a strong bench of seven qualified professionals with over 100 years of combined firm experience. The younger Garber, along with Christopher Conway a CERTIFIED FINANCIAL PLANNER (CFP), bring the voice of the millennials and an approach to investing that reflect the ambitions and sensibilities of that generation.
ABOUT BARRY GARBER
For 29 years, Barry has provided advisory services to a wide range of clients, including institutions and high‐net‐worth individuals. He combines his years of experience with the vast resources of Alex. Brown, a division of Raymond James, to deliver customized strategies that help meet clients’ unique financial needs.
Barry specializes in custom portfolios with expertise in overlaying alternative investments, including private equity, hedge funds, real estate and structured solutions. He provides suitable investments based on a client’s goals and risk profile and utilizes open architecture solutions – all with unwavering professionalism and attentive service.
Over the course of his career, Barry has received a number of accolades. He has been recognized on Barron’s annual list of Top Financial Advisors since 2009. He has been recognized by the Financial Times as both a Top 400 Financial Advisor in 2017 and as a Top 401 Retirement Advisor in 2015, distinguishing top financial advisors who specialize in servicing defined contribution retirement plans. Additionally, Barry Garber has been recognized as one of America’s Top Wealth Advisors by Forbes in 2016, 2017, 2018, 2019 and 2020 and Best‐In‐State Wealth Advisors by Forbes in 2019.
Barry graduated magna cum laude from Syracuse University School of Management with a B.S. in marketing, and later went on to earn his M.B.A. from New York University. He holds Series 7, 63, 65 and Health, Life, Variable Life, & Variable Annuity insurance licenses. Barry began his career in 1991 at Alex. Brown & Sons, which is now Alex. Brown, a division of Raymond James.
Barry is a founder and recent chair of a men’s leadership society, The Solomon Society, and a trustee of the University of Maryland Foundations Board and Vice Chair/Chair‐elect of the Finance Committee. Barry has also been involved with The Associated Jewish Community Federation of Baltimore in various leadership capacities over the past two decades.
ABOUT ZACHARY GARBER
Zack has extensive experience serving a wide range of clients, from large retirement plans and endowments to high‐net‐worth individuals. He specializes in custom portfolios with expertise in overlaying alternative investments, including private equity, hedge funds, real estate and structured solutions. Zack infuses enthusiasm and thoughtfulness into his work and strives to help clients seamlessly navigate all aspects of their financial well‐being.
Zack was initially driven to the industry by his desire to serve business and community leaders while also stimulating his intellectual curiosity. Today, he makes full use of the tools available at Alex. Brown, a division of Raymond James, to help provide suitable investments based on a client's goals and risk profile and offer strategies customized to his clients' needs.
Before joining the team, Zack was an associate on Deutsche Bank's structured solutions desk. He graduated Beta Gamma Sigma from Emory University Goizueta School of Business with a B.B.A. in finance, and later participated in Deutsche Bank's global analyst training program. He then went on to graduate with honors from the University of Pennsylvania's Wharton School of Business with an M.B.A.
He has met the CFA® Program requirements and Zack is a CFA® charterholder. In addition to this, he has Series 7, 63, 66 and Health, Life, Variable Life & Variable Annuity insurance licenses.
Recent accolades include Zack being recognized as one of America's Top Next Generation Wealth Advisors by Forbes in 2017, 2018, 2019 and 2020.
When he's not in the office, Zack stays active as a member of a number of community organizations, including The Associated: Jewish Community Federation of Baltimore, where he is a board member and serves on the real estate committee, young impact committee, and is social chair of the National Young Leadership Cabinet. Zack is also a JNFuture who serves on JNF national water task force. In 2016, Zack launched the Francis Scott Key Society, a young leadership networking group driven to make change in the Baltimore community. Shortly after in 2018, he launched Charm City Dreamers, a podcast that highlights visionary leaders making an impact in Baltimore with national implications.
ABOUT THE GARBER WEALTH MANAGEMENT TEAM
The Garber Wealth Management Team serves a variety of clients by providing investment consulting and complete financial planning. Our team works to understand each client’s unique circumstances to ultimately create a distinctive plan that provides a roadmap for their financial journey. We advocate for your long‐term financial success, through persistent management and on‐going guidance. By utilizing the full bandwidth of our firm’s knowledge and expertise, we provide the service and counsel necessary to enhance your financial outlook and propel you toward your goals. More information can be found at www.alex‐brown.com/
ABOUT ALEX. BROWN
Since its founding in 1800, Alex. Brown has embodied a signature approach to wealth management, leveraging our extensive experience, expertise and resources to steadfastly focus on each individual, family and institution we serve. That legacy empowers us to provide a higher degree of investment insight and an uncommon level of customized service as we address our clients’ diverse and unique needs. As the nation’s first investment bank, we are proud of our strong heritage, but we prefer to raise the bar higher.
