Ed Barno Bio Formal

How I got here:

“After years in Public Accounting and Corporate Finance, followed by being a business owner, my interests turned towards helping individuals and families address many of the same issues I experienced as an individual investor. These included developing and implementing the best long-term investment strategy, formulating estate planning and business succession plans to meet personal objectives, and incorporating these and other matters into an integrated financial plan.”

Favorite part of the job:

“I absolutely enjoy the satisfaction that comes from helping clients complete and implement a personal financial plan that positions them to feel great about achieving their future life goals.”

Education:

B.S. Accounting & Law, Clarkson University
MBA, Syracuse University
Certified Private Wealth Advisor™
CPA, New York State (inactive)

Professional organizations:

Board of Directors – Crouse Hospital
Honorary Trustee and former Board Chair – Christian Brothers Academy

Beneath the surface:

Ed lives in Skaneateles with his wife Sharon. The two of them enjoy spending time with their family. Ed also enjoys golfing and skiing in his free time.

Contact:

Call 315-671-1925 or email ebarno@rockbridgeinvest.com.

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting