Barry Widelitz is responsible for trade execution, new account opening and overall client service. Barry has more than 30 years of financial services industry experience.
Barry's career began on Wall Street after graduating from The City University of New York at Brooklyn College. He held Vice President positions with Lehman Brothers, UBS Securities, and JP Morgan. His responsibilities encompassed corporate finance and operations for the U.S. and international divisions of investment banking. Barry also worked in New Issue Underwriting with The Depository Trust & Clearing Corporation.
He is a graduate of the Securities Industry Association Executive Program at the Wharton School of the University of Pennsylvania.
As an advocate for giving back to communities, Barry has been involved in fundraising for the National Football League Alumni Association in support of youth and community charities.