wall st has been taking advantage of investors for long enough.

 

Our financial advisors each have more than two decades of investment management experience. While Mike & Paul worked for some of the largest firms anywhere, they moved to the independent advisory world because they disagreed with the exorbitant fees Wall Street charges. As technology has improved the efficiency of advisory services, Wall St never adjusted their fees.

 
 

We believe investors should keep the $100B a year that firms charge in excessive fees.

 

Paul BarrySenior Wealth Advisor & Principal

Paul Barry

Senior Wealth Advisor & Principal

Paul has spent over 27 years providing investment advice to individuals, families and businesses, with the majority of that time spent with one of the largest firms on Wall Street, Merrill Lynch. Noticing the ways that the Financial Services industry has changed over his career, and how Wall Street firms had become more focused on their own bottom line and interests, rather than those of their clients, Paul has become dedicated to the idea of building and running the most client-friendly Investment Advisory business possible.

While low fees and Index Fund investing are at the core of Paul’s investment philosophy, attention to each client and their unique needs is his top priority. Limiting his client base to a few dozen individuals and families allows Paul to focus his energy on being a true Fiduciary for the clients that he has committed his time to.

Paul is the father of three grown boys, Jack, Owen and Will, and lives in Stratham, NH. In his spare time, Paul surfs, skis, and volunteers as a Guardian ad Litem for CASA NH, an organization that advocates for children in the foster care system in New Hampshire.

UNH - B.S. Business Administration – 1988
Series 65

 
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Anne Mackay

Client Relations

Anne has spent the last 20 years administering operations across a variety of industries. Her logical, simplified approach leads to organizational efficiency that is beneficial to both the client and company.

Anne has two grown children and four grandchildren who all live in the wonderful state of Maine. In her spare time Anne loves the outdoors, hiking, kayaking, biking, spending time with family and being at the beach.

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Amy Hubanks

Compliance Manager

Amy has over twenty years of experience in the financial industry from the Broker Dealer to Independent Investment Advisors. Amy has been with Middle Street Capital for 10 years, and her current role focuses on back office operational support, including fee billing, compliance filing, organizational management and client operations. Although Amy is often in the background of client relationships, she provides that backbone that helps us serve clients well.

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