Having previously worked for Bloomberg and Credit Suisse in electronic equity derivative algo sales, Barbara is now the owner of a wealth management firm she purchased from her family in 2013. In 2018 she was chosen for the, “The American College of Financial Services Millennial Financial Services Professional Award”. In 2019, she was selected for Investment News 40 under 40. In 2020, Future Rich, the podcast was selected by NextAdvisor as one of the 10 Best Finance Podcasts for 2021.
Additionally, she teaches personal finance classes for SUNY Ulster and also collaborates with companies to teach personal finance as an employee benefit. She has been featured on Yahoo Finance, NY Post, Refinery29, NBC, and CNBC. She is also one of the female advisors chosen to contribute to the Money Diaries Book, which was published in 2018.