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Frank Barbera, Senior Portfolio Manager at Financial Sense® Wealth Management. With more than thirty years following capital markets, Frank Barbera has served as the CIO for a boutique L.A.-based wealth management firm, served as co-portfolio manager and strategist for two mutual funds, managed two hedge funds, and managed the capital market investments for a large Los Angeles-based family office. With many years of experience in bonds, equities, and commodities, over time his focus has shifted toward rules-based, “Absolute Return” oriented investment programs. Within this absolute return space, the focus has been on the twin goals of satisfying total returns and maintaining high levels of risk mitigation.
After working at Financial News Network in the mid-1980s and then following up with a ten-year career as the market analyst for “The Business Channel”, Barbera started managing money in 2000 after correctly predicting the NASDAQ top above 5000 in March 2000. He then joined a hedge fund in Santa Monica which was part of Bel Air Capital in Century City where he co-managed the fund that sold-short technology stocks during the tech bust of 1999-2002. During that same time, Barbera consulted with a very large Los Angeles-based family office, which he eventually joined full-time. At the family office, he managed a hedge fund for a decade with no significant down years while also guiding their capital market strategy.
Barbera then joined Sierra Investment Management and from 2010 – 2015, helped Sierra launch two mutual funds, and build a sales team that was able to raise over $1.5 billion in assets in the first three years. Over that same period of time, Mr. Barbera penned a long series of weekly articles on FinancialSense.com, which focused on the gross financial excesses of that period and highlighted the GSE and Sub-Prime Mortgage/Banking crisis.
Barbera was featured in the popular book published by the New York Institute for Finance, Master Traders: Strategies for Superior Returns from Today’s Top Traders for his work on sector rotation strategies. From 1994 to 2014, he edited the bi-monthly newsletter, The Gold Stock Technician. Barbera was a regular guest on CNBC with Bill Griffith, Ron Insana, and Susan Herrera. He has been quoted in Fox Business News, CNBC, The Wall Street Journal, Investor’s Business Daily, Money Magazine, The Washington Post, the New York Times, and Barron’s. Mr. Barbera has been a frequent guest speaker at investment conferences speaking on global macroeconomics and the outlook for capital markets.