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About Us
Private
Trust has built a foundation of services based on
relationship management, a customized and
comprehensive view of the clients short and long
term objectives, and true asset management, both
physical and intellectual. The base of our
service institution is integrity; allowing Private
Trust to uphold a reputation for providing clients
unbiased and continuative advice that meets each
individual or family’s core needs.
The founding principal, Elizabeth Barry, not only
has the long-term experience in assisting clients in
managing their wealth, but has managed her own
projects including personal and joint business
ventures, real estate development, development and
oversight of a diversified portfolio, and the
establishment of her own nonprofit organization. This experience allows Barry, along
with her trusted service network, to offer unmatched
analysis, guidance, and management of risk, with the
assurance and confidence that we are advising,
planning, and investing side-by-side with our
clients.
Elizabeth Barry
 Combining the experience of being a
financial executive with long term experience in
helping clients manage their wealth, Barry helps
others evaluate their
personal and
professional objectives and goals to create a
targeted strategy for success. Barry has the
resources, tools and wisdom to assist clients in
making informed decisions today that will only gain
in value over time. Her financial background
consists of over 20 years of experience in
Public Accounting with
emphasis in tax, structure, and wealth management.
Barry’s combination of knowledge and experience has
led her to refine the process of representing
client’s needs without conflicts of interest, a
position that most financial planners and
consultants fall victim to by becoming product,
rather than client driven.
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Barry also spent 10 years as cofounder and principal
of Southern Power and Controls, a business she
directly managed to grow from zero to 15 million in
sales within five years. Personal interest in
the identification and assessment of commercial and
residential property led Barry to become a licensed
realtor and partner in several development projects.
Most recently, to continue her desire to gain
licensures and help clients more thoroughly and
effectively, Barry became a mediator, assisting
individuals and companies in conflict management and
resolution. All of her experience connected her to
the country’s most competent financial and legal
professionals who immediately became part of Barry’s
service network and
continue to support her clients today. These
lessons and contacts are at the heart of Private
Trust and clearly distinguish Barry from the
corporate community.
Affiliations:
Rutgers University
Degree in Accounting
Awarded Zonta
Scholarship for Academics
Certified Public
Accountant
American
Institute of Certified Public Accountants, Institute
of Certified Public Accountants
Licensed Realtor
National Association of Realtors
Certified Family
Mediator
Madison’s Who’s Who
2006-2007
Board Member
Everyday Blessing
Temporary and permanent
placement for children
Founder Beacon
Foundation
Funding for the working poor
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