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Barry R. Haas

Adjunct Instructor of Finance


Degrees

BA, 1989, Univ Rochester


Bio

Barry R. Haas is a Financial Advisor and Branch Manager with Raymond James Financial Services, Inc., advising wealthy individuals, corporations, trusts, and family groups on investment policy, asset allocation, investment manager research and selection, and investment program design and implementation.

Previously, Mr. Haas acted in several different capacities for Swiss American Securities Inc., a U.S. broker-dealer affiliate of the Credit Suisse Group of Zurich, Switzerland. Most recently, Mr. Haas was Corporate Vice President in charge of Institutional Sales and Trading. Prior to this assignment, he was a Senior Investment Analyst responsible for large capitalization U.S. equity security selection and recommendation to international private banking and investment management clientele. In prior job functions, Mr. Haas worked as an Equity Securities Analyst for Standard & Poor¹s in New York City, and as a corporate loan officer in the Corporate and Commercial Real Estate Departments for a predecessor to BankAmerica.

Mr. Haas earned a Bachelor of Arts in Economics from the University of Rochester in 1989. He earned the Chartered Financial Analyst (CFA), holds the NASD Series 7, 24, 53, 55, and 63 licenses, and has a New York State insurance license for Life, Accident & Health, and Variable Annuities. He is a member of the CFA Institute and the New York Society of Securities Analysts.


Recent Courses Taught

Course Title Level
FIN 031 FINANCIAL SKILLS FOR LIFE Undergraduate
FIN 101 INTRO TO FINANCE INSTN & MKTS Undergraduate