Barton T. Liro, CIMA®, TPCP®

As a Wealth Manager and Managing Partner at Ipswich Bay Advisors, Bart brings a vast background in investment management, research, and financial planning to his clients. Ipswich Bay Advisors clients benefit from his fiduciary approach to developing a comprehensive financial plan and providing ongoing consultation. He takes pride in personalizing advice based on each client’s unique circumstances, financial needs, and priorities.

Since starting his career in the industry in 2006, Bart has assumed leadership roles at prominent regional and national firms, including Head of Wealth Management and Advisory Services, Market Strategist, and member of various Investment Committees. He has designed and developed FinTech wealth management and financial planning applications. He believes in leveraging technology's power alongside personal relationships to achieve economic and socially rewarding outcomes.

Bart earned a Bachelor of Science in Economics and a Bachelor of Business Administration, with a minor in Finance, from Saint Michael’s College. He holds the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Tax Planning Certified Professional (TPCP®) designation from the American College of Financial Services.

In addition, Bart earned a certification in Investment Theory and Practice from the Yale School of Management. His securities registrations include Series 6, 7, 63, 66, and the Investment Banking Representative (Series 79) license, held through LPL Financial.

Outside work, Bart enjoys spending time with family skiing, hiking, golfing, and traveling around the globe.