Barbara is a Principal and founding partner of Capital Strategies Investment Group.
Her primary focus at Capital Strategies is managing client relationships and enhancing client/provider partnerships: she spearheads service provider searches and evaluations, conducts plan design and administrative reviews, advises clients on enhancing participant engagement, communication and education strategy, and on partnering with providers to ensure a successful outcome for participants.
Barbara has over 30 years’ experience in the financial services industry with the past 22 years focusing on corporate benefit programs. Before Capital Strategies, she spent several years in various management roles at a major financial services firm.
Barbara is a regular speaker at industry functions and participates on service provider advisory boards to help those organizations improve their service offerings to plan sponsors and participants.
Barbara received her B.A. in Economics, magna cum laude, from Boston College and studied at both the London School of Economics and the Faculte des Lettres in France. She has also received a Business Certificate in Finance from the Professional Program of New York University. Barbara is an Accredited Investment Fiduciary (AIF®) and has received the PLANSPONSOR Retirement Professional (PRP) designation from the Plan Sponsor Institute.
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