Marvin Barron (CFP®)
Marvin Barron focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Entrepreneurs
- Federal Employees
- Financial Psychology/Coaching
- Investment Advice with Ongoing Management
- LGBT Couples and Families
Additional Information
As the firm’s Research Director, Marvin maintains and updates our proprietary investment model, the Dynamic Contrarian Portfolio Strategy TM. He oversees fundamental research into investment opportunities caused by pricing anomalies and the selection of investment managers. Marvin graduated from Swarthmore College with high honors in economics and a minor in psychology. His primary studies focused on international economics, trade, and social psychology. In 2005, Marvin received his Certified Financial Planner (CFP®) designation.NAPFA Start Date
March 27, 2025
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