Updated:
Fintegrity
Jeffrey Barnett established Fintegrity in 2017 in Tenafly, New Jersey, after holding senior roles at TIAA, JPMorgan, and M&T Bank. He previously oversaw a $40...
Fintegrity
Jeffrey Barnett established Fintegrity in 2017 in Tenafly, New Jersey, after holding senior roles at TIAA, JPMorgan, and M&T Bank. He previously oversaw a $40 billion portfolio at TIAA and holds an MBA from Harvard. The firm constructs custom portfolios of individual equities and bonds for clients with $2 million to $25 million. Strategies incorporate tax-loss harvesting, asset location, and behavioral-finance adjustments. Performance composites through December 31, 2025, show net returns above blended benchmarks for the Pure Equity Growth, Growth with Income, Common Retirement Allocation, and Balanced mandates. Assets are custodied at Interactive Brokers. The firm operates as a fee-only RIA (CRD #292421) serving families nationwide with in-person meetings available in northern New Jersey, New York City, and Fairfield County, Connecticut. Barnett maintains direct responsibility for all client relationships. No recent operational events from the last 24 months appear in available sources.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
$65.3M (per firm website, 2025)
Location
Region
North America
Country
United States
City
Tenafly
Corporate office
Tenafly, NJ, United States
Principals
Jeffrey Barnett
Founder
Frequently asked questions
Who runs investment decisions at Fintegrity?
Jeffrey Barnett makes all investment decisions and meets directly with each client. The firm does not employ junior advisors or delegate portfolio management.
Does Fintegrity participate in fund commitments or only direct deals?
Fintegrity builds portfolios from individual securities rather than committing to external funds or pooled vehicles.
What investment stages does Fintegrity typically target?
The firm manages liquid public-market portfolios for families focused on long-term growth, income, and tax efficiency.
Where does the underlying wealth come from?
Fintegrity serves high-net-worth families across the United States without disclosing specific sources of client wealth.
How is Fintegrity related to any parent or related vehicle?
Fintegrity operates as an independent registered investment adviser with no parent company or affiliated fund vehicles disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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