BARBARA SILVERMAN CFA, CFP®, CHSNC®
Senior Financial Advisor
Barbara has been helping individuals and families navigate their personal financial decisions for over two decades. After spending several years conducting research on European and U.S. industrial companies for an investment bank, she embraced a more personal role. What originally started as collaborating with families who needed help reaching their financial milestones eventually turned into leading the Kaminsky-Silverman Group at Shufro Rose.
Barbara is a graduate of Dartmouth College and received her master’s from the University of Michigan Ford School of Public Policy. She brings decades of investing experience enhanced by her Chartered Financial Analyst designation, a certification which required three years of testing in areas such as stock and bond analysis. To support her efforts in creating dynamic plans for clients, Barbara additionally obtained her CERTIFIED FINANCIAL PLANNER® certification. While she enjoys using her knowledge to work with an array of individuals, as a mom of a son with Autism, Barbara has subsequently developed an expertise in planning for families with Special Needs, for which she achieved the Chartered Special Needs Consultant designation following a course of study focusing on the unique discipline of creating a successful estate for a dependent with special needs.
Outside of the office, Barbara spends her time raising two boys and a mini labradoodle. She is an avid traveler, and her favorite activity is when the family (except the dog) heads off to a foreign destination each year. As a New York City transplant from Chicago, she also explores places closer to home on long walks around the city.