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Barbara B
CFP®, Series 63
Saratoga Springs, NY
Barbara J. Bouchey Asset Management, Inc.
Barbara Bouchey is the principal of Barbara J. Bouchey Asset Management, Inc., an independent advisory firm based in Saratoga Springs, NY. She holds the CFP® designation and Series 63 license, and has 39 years of industry experience. Prior to founding her firm in 1996, she worked at Castle Hill Capital Partners, Inc. from 2015 to 2021. Barbara J. Bouchey Asset Management, Inc. provides investment advisory, financial planning, and consulting services to individual investors, retirement-plan participants, and variable annuity owners. The firm uses a client-level suitability assessment to guide asset allocation through SEI models and institutional managers, primarily managing assets on a non-discretionary basis via a third-party wrap-fee platform.
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