Barbara Burke DiCostanzo, CFP®

Managing Member, Portfolio Manager, and Chief Compliance Officer

Barbara is a portfolio manager, managing member and co-founder of Penbrook Management. Barbara also serves as the firm’s Chief Compliance Officer and is involved in all aspects of Penbrook’s operations. Barbara began her career at BMI Capital Corporation/Brean Murray & Co. in 1991. She is a Registered Representative of Beech Hill Securities Inc. Barbara received both undergraduate and graduate degrees from Adelphi University School of Business. She is a Certified Financial Planner™ professional.

Barbara enjoys golfing, reading, spending time with family and friends, and volunteering in the community. Barbara has served on several non-profit boards over the years and is a Past President of the board of Westrick Music Academy (formerly Princeton Girlchoir) and also the Junior League of Greater Princeton where she continues to volunteer. She currently serves on the advisory boards of the Westrick Music Academy and Princeton-Blairstown Center.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® with plaque design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.