Barry Salzman is a Partner, Director and the senior partner of the SMH Capital Group at Steward Partners, as well as, a Certified Portfolio Manager. In this capacity he is responsible for portfolio and financial management, on a fully discretionary basis, of high net worth clients and charitable entities. Utilizing the resources of both Steward Partners and Raymond James Financial, he helps clients accumulate, grow, protect and transfer their assets.

He has experience in security selection, portfolio construction, insurance and financial planning. He holds degrees and/or certificates in Financial Planning and Portfolio Management. His specialization is in the use of covered call options to help enhance the return potential on portfolios while striving to reduce the risk and volatility of his client’s portfolios. He has been a lecturer at the Industrial College of the Armed Forces (The War College), Loyola College, and Johns Hopkins University on topics such as financial planning, option Investing and prudent investing strategies.

Prior to joining Steward Partners he was a Senior Vice President with Morgan Stanley Wealth Management. He was also a Senior Vice President with UBS Financial Corp and Senior Portfolio Manager, a Branch Manager and National Director of Branch Development for Gruntal and Co. (now Stifel Nicolaus), a First Vice President with Blythe Eastman Dillon, a Senior Vice President and Financial Principal with Janus Securities and Registered Representative with Bache and Co. (now Wells Fargo).

Barry graduated from The University of Maryland in 1966 with a BA major in Psychology. He attended The Johns Hopkins University in Operations Research in 1967. He also attended Columbia University where he received his Certified Portfolio Manager (CPM®) designation and was admitted into the Academy of Certified Portfolio Managers in 2011.

Joshua Mauer is a Partner and Senior Vice President on The SMH Capital Group at Steward Partners in Baltimore, MD. Prior to joining Steward Partners, he was a Vice President & Senior Portfolio Manager at Morgan Stanley Wealth Management. His roles & responsibilities include Relationship Manager, Stock Selection, Syndicate Allocation, Marketing, Financial Planning, Israeli Public Companies and Community Engagement.

Throughout his 26 years of experience in the financial services field, he has provided advice, service & results on behalf & for the benefit of clients in both the accumulation as well as the distribution phase of their lives. Operating under the principles of integrity, trust & confidence, Josh brings as much passion to all planning issues as he does to investing client’s assets. He & the team at SMH Capital Group devote considerable energy to other client issues such as estate planning strategies, cash flow management, life/disability/long-term care insurance protection, business development, educational funding, retirement & charitable giving strategies.

Prior to his 9 years at Morgan Stanley, he was Vice President & Portfolio Manager at UBS Financial Services from 2004-2008, Wealth Management Specialist at Legg Mason Wood Walker from 1999-2004, and Registered Representative for Development Corporation for Israel (State of Israel Bonds) from 1986-1993.

Josh’s educational background includes a J.D. from the University of Baltimore School of Law (1988-1992), Certificate in Arts Management from the University of Rhode Island (1983) as well as a B.A. from Clark University (1977-1981).

In the past, Josh has served as Baltimore Jewish Council Holocaust Commission Chair, President of the Baltimore Chapter Friends of the IDF, The Associated’s Baltimore-Ashkelon Partnership and Beth Tfiloh Spotlight Co-Chair.

Josh’s current philanthropic leadership positions include Chairman of the Board for the Baltimore Chapter of the Friends of the IDF as well as Trustee of Acharai: The Shoshana S. Cardin Jewish Leadership Institute.

Michael Hoff is a Partner, and Vice President of the SMH Capital Group at Steward Partners in Baltimore, Maryland. His roles and responsibilities with the team include Financial Planning, Insurance and Annuity Planning, Stock Selection as well as Research.

Throughout Michael’s 20 years in the financial services field, he is experienced in all aspects of the industry including: Operations and Trade Settlement at BT Alex Brown, International Trade Settlement at Deutsch Bank Alex Brown, Retirement Planning at CitiStreet, Insurance Planning at Mass Mutual, Wealth Management and Insurance Coordinator at UBS, and most recently, Financial Adviser at Morgan Stanley.

Michael and the team at SMH Capital Group believe in a “goals based” management philosophy. We take the time to listen, know and understand what is important to clients and then work to make sure all aspects of the client’s financial life are in concert with achieving those goals. We take a comprehensive approach, reviewing both the investment and the risk management ledger of our client’s balance sheets. We focus on the SWAN (Sleep Well At Night) approach to money management; never losing sight of each individual’s needs, wants & wishes .

Michael lives in the Federal Hill South neighborhood of Baltimore City with his family and Nova Scotia Duck Tolling Retriever, Nala.