Our People

The professionals at Barclay Investments Inc. are motivated by a strong desire to help clients achieve their investment goals.  Within the firm, there is a healthy mix of executives experienced in emerging markets, treasury and investment grade corporates, and new talent experienced in technology and operations. Due to the firm’s low client to salesperson ratio, our team members are able to grow in areas relevant to our clients in an evolving market.  Teammates’ have a breadth of experience that enables flexibility in identifying investment opportunities.  Our team reassures our clients by effectively monitoring trades with a high attention to detail. We deliver daily information flow and are always available to answer specific market-related inquiries.

Management

David Kurfess, Chairman, CEO and CCO

Dave has led the firm since 2005.   Dave has been in the fixed income markets since 1976 having worked at Bankers Trust, Discount Corporation of New York, Merrill Lynch and Caxton before joining Barclay Investments in 2001.   Dave has been involved in all facets of the markets, having traded, sold and managed hedge fund portfolios.   Dave is a student of the markets and directs our macro opinions. He graduated from Williams College with a BA in Biology.

Ralph Dalton, President

Ralph joined the firm in 2014 with more than twenty-five years of experience in Fixed Income, with his last fifteen years concentrating in Emerging Markets. Prior to joining Barclay Investments, Ralph worked at Scotia Capital, Merrill Lynch, Blaylock Partners, Prudential Securities, and Bank of New York Securities. Ralph received both his BA and MBA from Georgetown University.

Olga Basegmez

Director, Head of Operations

Ana Munoz

Business Manager

Joseph Angelli

Financial & Operations Principal

Tony Perez

Sales

Qirong Sun

Director

Fouzia Khan

Director

John Cullinane

Compliance Officer