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.
Welcome to Barcomb Asset Management –
Your Trusted Partner in Financial Security!
We’ll be there to help guide you every step of the way.
Our Mission
At Barcomb Asset Management our mission is clear: “We Empowering Your Financial Journey”
We are passionate about safeguarding your financial well-being. We are committed to providing personalized asset management solutions that empower our clients to achieve their financial goals. Whether you’re planning for retirement, building wealth, or safeguarding your legacy, we’re here to guide you every step of the way.
Our Core Principles
Expertise: Our seasoned team brings decades of experience to the table. We stay informed about market trends, regulatory changes, and investment strategies to deliver informed advice.
Transparency: Trust is paramount. We maintain transparency in our processes, fees, and investment decisions. You’ll always know where your money is invested and how it’s performing.
Customization: No two clients are alike. We tailor our strategies to align with your unique aspirations, risk tolerance, and time horizon.
Our Philosophy
We embrace a philosophy that guides our every decision and action:
“Preserving Wealth, Nurturing Dreams”
Our Core Beliefs:
Steadfast Preservation: We believe in safeguarding your wealth with diligence and care. Our strategies focus on long-term stability, risk management, and capital preservation.
Holistic Approach: Beyond numbers and portfolios, we recognize that wealth serves as a means to achieve dreams. Whether it’s funding a child’s education, traveling the world, or leaving a legacy, we nurture those aspirations.
Personal Connection: Your financial journey is deeply personal. We listen, empathize, and tailor solutions that align with your unique circumstances and aspirations.
Join us as we navigate the financial landscape, preserving what matters most and nurturing your dreams.
Our Process
1. Discovery and Assessment
We begin by understanding your financial landscape, goals, and risk tolerance. Our team conducts a thorough assessment to identify your unique needs and aspirations.
2. Customized Strategy
Based on the assessment, we create a personalized investment strategy. This strategy considers factors such as:
- Time Horizon: Short-term vs. long-term goals
- Risk Profile: Conservative, balanced, or aggressive
- Asset Allocation: Diversification across equities, fixed income, and alternative investments
3. Portfolio Construction
Our experts curate a well-balanced portfolio aligned with your strategy. We select individual securities, mutual funds, ETFs, and other investment vehicles to optimize returns while managing risk.
4. Active Monitoring and Adjustments
We actively monitor your portfolio, keeping a close eye on market trends, economic indicators, and geopolitical events. When necessary, we make adjustments to maintain alignment with your goals.
5. Regular Reviews and Reporting
We schedule periodic reviews to discuss performance, address any changes in your circumstances, and refine the strategy. You receive transparent reports detailing your portfolio’s progress.
6. Client Education
We believe in empowering our clients. Throughout the process, we educate you on investment principles, market dynamics, and financial literacy.
7. Long-Term Partnership
Our commitment extends beyond transactions. We build lasting relationships, adapting our approach as your life evolves.
It Doesn’t Matter Where You Are Located
Global Accessibility:
In today’s interconnected world, financial services can be provided remotely. Technology allows us to communicate, execute transactions, and manage portfolios regardless of physical distance.
Our company can serve clients across borders, leveraging digital platforms and secure communication channels.
Investment Universality:
Investment principles apply universally. Whether a client is in New York, Tokyo, or Moscow, the fundamental concepts of risk, diversification, and asset allocation remain consistent.
Our expertise lies in understanding these principles and tailoring them to individual needs, regardless of location.
Diverse Client Base:
Our small asset management company may serve a diverse clientele. Some clients may be local, while others could be expatriates, international investors, or institutions.
Focusing on client needs rather than geographical boundaries allows us to cater to a broader audience.
Regulatory Compliance:
Compliance with regulatory requirements is essential. We adhere to legal and financial regulations irrespective of where our clients reside.
Our due diligence ensures that we meet legal obligations regardless of geographic specifics.
Personalized Approach:
Our primary concern is understanding each client’s financial goals, risk tolerance, and aspirations.
By focusing on individual circumstances, we create customized solutions that transcend geographical boundaries.
Risk Mitigation:
Diversification across regions reduces risk. Our investment strategies consider global markets, minimizing exposure to any single economy.
We aim to build resilient portfolios that withstand regional fluctuations.
What Sets Us Apart
Tailored Strategies: We don’t believe in one-size-fits-all solutions. Our team customizes investment strategies based on your unique aspirations, risk tolerance, and timeline.
Transparency: Trust is paramount. We maintain transparency in our processes, fees, and investment decisions. You’ll always know where your money is invested and how it’s performing.
Holistic Approach: Beyond managing assets, we consider your entire financial picture. Retirement planning, estate management, and risk mitigation – we’ve got you covered.
Contact Us
Ready to secure your financial future? Reach out to us today! Email us at [email protected] or [email protected], or call us at 941-923-2400.
Scott C. Barcomb
PRESIDENT & FOUNDER
Scott Barcomb is the Founder and Chief Investment Officer of Barcomb Asset Management, which he established in 1999 with a commitment to providing thoughtful, disciplined investment management and highly personalized client service. Prior to founding the firm, Scott was trained on Wall Street in New York City, where he developed the investment perspective and market discipline that continue to shape the firm’s philosophy today.
As Chief Investment Officer, Scott leads the firm’s investment strategy with a focus on an alpha-driven process designed to meet the needs of clients who are increasingly in the distribution phase of life. His approach emphasizes capital preservation, income generation, and long-term growth, recognizing the unique challenges faced by investors who are transitioning from building wealth to drawing from it.
Scott is also a frequent speaker on global events, economic conditions, and their impact on financial markets. He writes a widely followed weekly market commentary that is distributed to several thousand readers and provides insight into current market trends, policy developments, and long-term investment considerations. In addition, he is a published author.
Outside of his professional work, Scott enjoys traveling with his wife and spending time with his four children and five grandchildren. Scott also enjoys being involved in numerous charitable event, supporting Folds of Honor, All Star Children’s Foundation, Make a Wish Foundation among others.
Chris DeLeonardo, MBA
CFP ®| CERTIFIED FINANCIAL PLANNER™
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. 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 21 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.
Mandy Espinet
Marketing Director
With more than 20 years at Barcomb Asset Management, Mandy has played an integral role in supporting the firm’s growth and strengthening its relationships with clients. Over the course of her tenure, she has served in several key capacities, including client service, office management, and her current role as Marketing Director.
Her diverse experience across the firm provides her with a unique perspective on the client experience and the operational side of the business. In her earlier roles, she worked closely with clients to ensure their needs were met with the highest level of care and responsiveness, while also helping manage the day-to-day operations that keep the firm running smoothly.
Today, as Marketing Director, Mandy leads the firm’s marketing and communications efforts, helping to share Barcomb Asset Management’s philosophy and values with clients and the broader community. She is passionate about clear communication and ensuring that the firm’s messaging reflects its commitment to thoughtful investment management and long-term client relationships.
Her long-standing dedication, institutional knowledge, and commitment to service make her an invaluable part of the Barcomb Asset Management team. 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.
Caroline Barcomb
Director of Operations
Caroline Barcomb serves as Operations Director at Barcomb Asset Management, where she helps oversee the firm’s day-to-day operations and supports the systems and processes that allow the team to deliver exceptional service to clients. She works closely with advisors and staff to ensure the firm operates efficiently while continuing to grow and evolve.
As the daughter of founder Scott Barcomb, Caroline brings a deep appreciation for the firm’s long-standing commitment to thoughtful investment management and enduring client relationships. By combining respect for the firm’s history with a focus on operational excellence, she plays an important role in supporting the continued success of Barcomb Asset Management.
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
Amy Terzuoli serves as a Client Service Specialist at Barcomb Asset Management, where she is often one of the first points of contact for clients and a trusted resource for their day-to-day needs. She works closely with both clients and advisors to assist with account requests, provide timely updates, and help ensure that every interaction with the firm is smooth and efficient.
Amy is known for her warm, approachable style and her genuine commitment to helping clients. She takes pride in being responsive, attentive, and detail-oriented, and her ability to anticipate needs and follow through has earned the trust and appreciation of many of the firm’s clients.
Her dedication to exceptional service helps reinforce the strong relationships that are at the heart of Barcomb Asset Management’s client experience.
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.
Irina Barcomb
Office Manager
Irina Barcomb serves as Office Manager at Barcomb Asset Management, where she helps ensure the firm operates smoothly behind the scenes so the team can remain fully focused on serving clients. She oversees office coordination, supports administrative and operational processes, works with service providers, and helps coordinate firm events and communications. Her attention to detail and thoughtful approach help create a welcoming, organized environment for both clients and colleagues.
Before relocating to the United States in 2022, Irina built a two-decade legal career as an attorney in Belarus. Early in her career she handled criminal, administrative, and labor matters, and later focused primarily on civil law, including corporate disputes, real estate matters, and family and inheritance cases. From 2016 to 2021, she operated her own legal practice.
Irina holds degrees in International Law from the European Humanities University and in Economics and Enterprise Management from the Belarusian State Economic University. Since joining Barcomb Asset Management in 2023, she has helped strengthen the firm’s internal coordination while also supporting its community and charitable initiatives.
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.
