Meet Our Executive Team
Our executive team has decades of hands-on experience, and they share a fierce commitment to serving our clients, the advisors. As experienced financial advisors themselves, they understand what advisors go through on a daily basis.
Accessible Leadership Committed to Service Excellence
Michelle Barry serves as President of H. Beck, Inc. She has overall responsibility for the strategy and decisions of the broker-dealer and providing support and service to its financial advisors. Her passion is building platforms and services for financial advisors to enable their success with clients.
Before H. Beck, Michelle served as President & CEO of another broker-dealer for almost 10 years and held senior roles at two other firms. She has 20+ years’ experience working with financial professionals who advocate for total financial planning.
Ms. Barry holds a BS in Marketing, an MBA in Finance and a MSM from the American College. She holds Series 7, 24 and 66 licenses. Michelle is active in the LIMRA, SIFMA and Financial Services Institute (FSI) organizations. She also serves in a variety of capacities for numerous charities, including the Special Olympics organization and the American Heart Association.
Service excellence means: Always doing what we say we will do. Excellence is not an act, it’s a habit.
Best advice I’ve ever been given: Good leaders take a little more than their share of the blame… and a little less than their share of the credit.
Executive Vice President/Chief Compliance Officer
Before joining H. Beck, Jason served as Chief Compliance Officer for Invest Financial Corporation in Tampa, FL. During his 20 years in compliance, he has been responsible for leading a variety of functions including surveillance, advisory, and branch exam programs, with a focus on common-sense, risk-based compliance solutions. Jason graduated summa cum laude from the University of Maryland with a bachelor's degree in finance and holds FINRA Series 4, 7, 9, 10, 24, 53, 63, and 65 registrations as well as a CAMS certification. He is also active with several industry groups and most recently served as Vice-chair of the Financial Services Institute (FSI) Compliance Council. He met his wife Ania while attending high school in New York City and they have a son.
Service excellence means: Being a trusted resource in protecting our firm, our clients, and our Advisors.
Best advice I’ve ever been given: Listen. We have two ears and one mouth for a reason.
Executive Vice President/Chief Operations Officer
Prior to joining H. Beck, Rob held senior leadership
positions at Advisor Group and the MetLife Broker Dealer Group. He’s led operations and service organizations for thousands of financial advisors with billions of assets under management. From creating the new advisor onboarding experience through supporting a concierge service team model for highly productive financial advisors, Rob has a proven history developing workflows and systems to support the needs of independent financial advisors. Most recently, Rob served as Vice President of Investment Advisory Operations at Prudential Financial, where he led a team developing a digital advice platform. Rob has an MBA from Pace University and holds his FINRA Series 6, 7, 24, 26, 63 and 65 licenses.
Service excellence means: Consistently exceeding expectations and evolving to meet ever-changing needs.
Best advice I've ever been given: Say ‘yes’ when you can, say ‘no’ when you have to, say ‘thank you’ often and mean it always.
Chief Marketing Officer/Head of Business and Advisor Development
Bob has nearly 30 years of financial services experience, primarily in the independent advisor marketplace. His prior roles include serving as Chief Marketing Officer, Head of Recruiting and VP of Business Development and Coaching. Having worked for medium, large, and network broker/dealers, Bob brings a broad view of the marketplace and appreciates the unique value proposition that comes with our inclusive and accessible culture of advisors and leveraging the size and scale of our larger parent company. Bob is a proud alumnus of The School of Biomedical Engineering at Boston University. Additionally, he also completed executive programs at The Yale School of Management and New York University's Stern School of Business and is a certified life and business coach.