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Author

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Brian Barry

  • Product Manager

Meet Brian

Brian Barry brings a decade of experience in rebalancing technology, having worked across multiple platforms and assisted numerous firms in implementing trading technology. He joined SS&C Black Diamond Wealth Solutions in 2022 and leads a development team responsible for building and managing features within the Black Diamond Rebalancer application. Brian is passionate about working with firms to understand their trading workflows to create automated solutions that enable a streamlined, comprehensive trading experience.

Brian holds a Bachelor of Business Administration from Stetson University.

Brian's Insights

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April 1, 2025

Learn how to rebalance wisely by managing portfolio risk and minimizing taxes.

By: Brian Barry

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May 11, 2023

Enhance portfolio construction and gain valuable insights.

By: Brian Barry

Deliver Excellence at Every Corner of Your Business
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