Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Barcomb Asset Management, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Scott C. Barcomb
PRESIDENT & FOUNDER
Scott’s mission is to provide high-quality, personalized services to assist his clients in all aspects of their financial lives. Scott is dedicated to meeting and exceeding his clients’ financial needs.
After working for national firms in New York, Boston and Sarasota, Scott founded Barcomb Asset Management in 1999 to independently serve his clients’ needs. Now, as the leader of his firm, Scott works each day to ensure his clients receive the one-on-one attention and personalized service they need to create a firm financial foundation.
Scott has passed the Series 7, 63 and 65 securities exams and is a licensed insurance representative in multiple states. He received a degree in finance and accounting from the University of Massachusetts, Amherst.
In his free time, Scott enjoys spending time with his two children, playing tennis and golf, and soaking up the sunshine in Sarasota. Scott is the author of the crime thriller “Black Rock” and lectures on wealth enhancement, preservation and distribution.
Topics for public speaking
Social Security Maximization
Tax Efficient Investments
Asset Allocation
Chris DeLeonardo
MBA Investment Advisor Representative
After 16 years of experience with corporate banking and securities firms in Sarasota, Florida, Chris DeLeonardo joined Barcomb Asset Management in 2017, believing that he would provide better service to his clients’ needs as an adviser independently. Chris grew up in Oregon and, since 1999, has been living in Florida, and he is presently working on acquiring his CFP designation. He is a frequent lecturer on wealth enhancement and preservation, retirement income planning, social security topics, and investment planning, acquired through years of retirement planning and portfolio management.
An avid long-distance runner Chris has completed several marathons and dozens of half marathons in North America and Europe. He and his wife of 19 years, Christine, live in Sarasota full time and enjoy being involved in numerous local events and charities, including the American Cancer Society, Goodwill Manasota, and the Manasota Track Club.
Irina Barcomb
Office Manager
Irina Barcomb graduated from the European Humanities University with a degree in International Law, earning the qualification for International Lawyer in 2002.
Irina also received a second higher education, graduating from the Belarusian State Economic University with a degree in Economics and Enterprise Management in 2014. She has a diploma in Economics Management.
Prior moving to the United States, Irina worked as a lawyer in Europe for 20 years, providing a large and diverse client base with expert representation. She has developed invaluable experience in understanding clients’ personal and professional needs, handling them with trusted confidentiality and expertise. She is a highly valued member of the Barcomb Asset Management team.
Caroline Barcomb
Marketing Director
As the Marketing Director at Barcomb Asset Management, Caroline coordinates various events, such as the annual client spring training baseball game, Thanksgiving pie giveaway, annual client Holiday gifting and parties, and informational seminars. These gatherings not only facilitate client connections and education but also mark significant milestones in their financial journeys, fostering a supportive and interactive atmosphere.
Beyond her professional role, Caroline embraces her role as a mother to young twins, skillfully juggling her career and parental responsibilities. She enjoys precious moments with her children, relaxing with a good book, and outdoor adventures. Caroline's steadfast dedication and enthusiasm enrich the culture of Barcomb Asset Management, leaving an enduring impression on both the firm and its clientele.
Amy Terzuoli
Client Servicing Specialist
Seasoned client service specialist in the financial services sector, boasting a comprehensive background in managing client interactions, addressing inquiries, resolving issues, and preparing advisors for meetings with precision. Known for implementing effective solutions that enhance overall client satisfaction and loyalty. Proficient in navigating complex financial products and services, providing clients with valuable insights and support.
Outside the professional arena, Amy cherishes quality time with my family, emphasizing the importance of personal connections. Additionally, she finds joy in exploring diverse cuisines, embarking on travel adventures, navigating open waters, and embracing cultural enrichment through museum visits. This multifaceted approach reflects her commitment to both professional excellence and a balanced, fulfilling personal life.
Mandy Espinet
Director of Operations
Mandy Espinet brings twenty years of expertise in client servicing within the financial and insurance industry, serving those twenty years at Barcomb Asset Management.
Mandy has excelled in providing top-notch service to clients while also assisting in financial planning and insurance matters. Her extensive experience and expertise in insurance add depth to her role, allowing her to offer comprehensive solutions to meet clients’ needs effectively. Mandy’s dedication to excellence and her commitment to delivering outstanding service makes her an asset to the firm. Mandy’s multifaceted experience, coupled with her dedication to her family and community, underscores her as a well-rounded professional committed to excellence in both her personal and professional life. Residing in the vibrant community of Palmer Ranch, she not only thrives in her professional endeavors but also cherishes spending quality time with her two teenage sons, Gabriel and Leo.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
