Barry FishBarry FishExecutive DirectorWealth Advisor
"Recognizing that every person has circumstances, needs and objectives that are unique to them, I tailor portfolio strategies that reflect the individuality of my clients."
About Barry
Barry Fish is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
He works with a range of clients, including high-net-worth individuals, endowments, not-for-profit organizations, foundations and institutions. Recognizing that every person has circumstances, needs and objectives that are unique to them, Barry tailors portfolio strategies that reflect the individuality of his clients.
Barry's career in financial services spans almost 30 years, beginning at Lehman Brothers in 1986. He joined J.P. Morgan in 2011, and attributes his success in establishing long-term relationships to a measured, thoughtful approach to investing.
A graduate of the University of Massachusetts, Barry resides in Needham, Massachusetts, with his wife, Amy, and their two daughters, Hayley and Nikki. An avid sportsman, Barry enjoys golf, skiing, cycling and hockey. Additionally, Barry sits on the board of the Melissa Rose Kradin Foundation and is a fundraising committee member for The Rivers School. He is a longtime participant in the Pan-Mass Challenge, a two-day, 170-mile cycling race that raises money for the Jimmy Fund in conjunction with Dana-Farber Cancer Institute.
Insights
Markets and Economy
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
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Wealth Planning
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Markets and Economy
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Wealth Planning
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Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowWealth Planning
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowWealth Planning
Liquidity is a step Great Wealth Transfer plans can miss
September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
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Family social media guidelines: Sharing vs. security
September 11, 2026As families’ visibility and wealth grow, so does the risk of cybercrime – and reputational damage. Learn how family guidelines can help balance sharing with security.Read NowCybersecurity
Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowFamily Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowFamily Legacy
Planning for your family and terminal illness
September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read Now
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