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Barry R. Haas, CFA
Managing General Partner
Barry R. Haas is founder and Managing General Partner of Haas Investment Management, LLC, an independent registered investment advisory firm advising clients on investment policy, asset allocation, investment manager selection, and investment program design and implementation. Additionally, Mr. Haas is a Financial Advisor with Raymond James Financial Services, Inc. (Member FINRA/SIPC), and serves as an Adjunct Professor of Finance for the Zarb School of Business at Hofstra University.
Prior to founding Haas Investment Management, Mr. Haas acted in several different capacities for Swiss American Securities, Inc., a U.S. broker-dealer affiliate of Credit Suisse Group. Most recently, Mr. Haas was Corporate Vice President in charge of Institutional Sales and Trading. Prior to this assignment, he was a Senior Investment Analyst responsible for large capitalization U.S. equity security selection and recommendation in various industries. In earlier job functions, Mr. Haas worked as an Equity Securities Analyst for Standard & Poors in New York City, and as a Corporate Loan Officer with a predecessor to BankAmerica.
Mr. Haas earned a Bachelor of Arts in Economics from the University of Rochester in 1989. He is a Chartered Financial Analyst (CFA), holds the FINRA Series 7, 24, 55 and 63 licenses, and is a member of the CFA Institute and New York Society of Securities Analysts (NYSSA).
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