Skye Barry, CFA, CFP®

Skye Barry, CFA, CFP​®
SVP, Wealth Advisor, Nonprofit Specialist
Cincinnati, OH​

Skye is a Senior Vice President and Wealth Advisor, working with clients across the country to develop integrated, purpose-driven wealth management strategies. She brings a deep passion for building trusted client relationships and specializes in investment management, multigenerational planning, and helping individuals and families optimize their financial lives with clarity and purpose.

Prior to joining Carnegie, Skye led investment strategy at a $5 billion advisory firm, where she oversaw all public market portfolios, chaired the Investment Committee, and advised the firm’s largest clients. Her extensive background spans portfolio management, estate structuring, and tax-aware planning for high-net-worth families.
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Skye is a CFA® Charterholder and a Certified Financial Planner® (CFP®) professional. She is a member of the CFA Institute® and the CFA Society® of Cincinnati. Originally from Cape Town, South Africa, Skye earned her Bachelor of Business Science in Finance from the University of Cape Town.

Blogs written by Skye Barry, CFA, CFP®

About the CFA Designation

The Chartered Financial Analyst (CFA®) charter is a professional designation established in 1962 and awarded by the CFA Institute. To earn the CFA® charter, candidates must pass three sequential six-hour examinations over two to four years. The CFA® Program consists of three levels, covering a broad range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of relevant professional experience in the investment decision-making process. They must also commit to abiding by the CFA Institute Code of Ethics and Standards of Professional Conduct, reaffirming their adherence annually.

About the CFP​® Designation

The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 71,000 individuals have obtained CFP® certification in the United States.

To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

• Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include Item 2: Educational Background and Business Experience insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
• Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;
• Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
• Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

​Individuals who become certified must complete the following ongoing education and ethics requirements in order to maintain the right to continue to use the CFP® marks:

• Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
• Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.

CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.