Barbara Best Location
- Chicago, IL, US
Barbara Best Work
- 2026 - now Director @
- 2025 - 2026 Managing Director @
- 2015 - 2025 Founder, CAP STRAT Women's Forum @
- 2003 - 2025 Founding Partner and Principal @
- 1991 - 2003 Vice President, Relationship Management @
- 1985 - 1991 Vice President, Strategy and Marketing @
- 1981 - 1985 Manager, Strategic Planning @
Barbara Best Education
- Boston College
B.A. (Economics)
- New York University
(Professional Program in Business Certificate, Finance)
- IES Abroad
Junior semester abroad: London School of Economics
Barbara Best Skills
- Investment Advisory
- Retirement Planning
- Mutual Funds
- Wealth Management
- Investments
- Financial Advisory
- Retirement
- Financial Services
- Portfolio Management
- Strategic Planning
- 401k
- Equities
- Asset Allocation
- Pensions
- Asset Management
- Estate Planning
- Securities
- Alternative Investments
- Marketing
- Investment Management
- Investment Strategies
- Mergers
- Product Management
- Mergers & Acquisitions
- Private Equity
- Asset Managment
- Fixed Income
- Retirement Plan Consulting
- Defined Benefit
- ERISA
- Hedge Funds
- Leadership
- Compliance
- Design
- Advisory
- Entrepreneurship
- Mergers and Acquisitions
- Strategy
- Public Speaking
- Networking
- Business Development
- Mentoring
- 401K Retirement Savings Plans
- Conference Speaking
- Employee Benefits
- 401 Retirement Savings Plans
Barbara Best Summary
- Barbara Best, based in Chicago, IL, US, is currently a Director at Creative Planning. Barbara Best brings experience from previous roles at SageView Advisory Group, CAP STRAT and Merrill Lynch Retirement Group. Barbara Best holds a B.A. in Economics @ Boston College. With a robust skill set that includes Investment Advisory, Retirement Planning, Mutual Funds, Wealth Management, Investments and more. Barbara Best has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Tom Demko
Managing Director
Beverly Hills, CA, US
Lawrence Tynes
Managing Director | Sports
Overland Park, KS, US
Peter Mallouk
President and Chief Executive Officer
United States
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Annie Tronoski
Managing Director
New York, NY, US
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
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