Kevin M. Barry

Principal and Senior Fiduciary Tax Consultant, Bessemer Trust

Mr. Barry is Principal and Senior Fiduciary Tax Consultant at Bessemer Trust. In this role, he is responsible for strategic tax consulting and tax management services for fiduciary and individual clients, and related entities.

Prior to joining Bessemer, Kevin was Senior Tax Associate at PriceWaterhouseCoopers in New York. Before that, he was an assistant vice president at U.S. Trust Company.

He is a former executive member of the Committee of Banking Institutions on Taxation and a current member of the Financial Planning Association.

Kevin earned a B.A. in accounting from Queens College (CUNY). He is a CFP® professional.

Contributions

2021 Trustee Education Institute

Posted on March 9, 2021 by Isabel Nogueira, Alyson Wise, Jumi Falusi, Milton Speid, Emily Kaiser, Adrian Ruiz, Lisa Jackson, Priscilla Enriquez, Dorothy Gardner, Regan Pritzker

NCFP’s Trustee Education Institute provides a comprehensive overview of the important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members and CEOs. Featuring the perspectives of innovative donors and a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers: Translating values and goals into action Connecting family legacy and… Read More