Joseph Barnas is a Managing Partner and Financial Advisor with Chera Barnas. He works with over 400 households and manages approximately $100 million in assets. He began his career in retail brokerage and then spent time working with BMI Research, facilitating its adoption by top financial, legal and consulting organizations, providing those customers with in-depth analysis on global markets. Before founding his own practice in 2018, Joseph was a Senior Vice President and Financial Advisor at Capital One Investing. There, he managed client investments across 12 bank branches in Midtown, and Upper East and West Manhattan neighborhoods.
In 2025, Joseph merged his practice, Barnas Financial, with Chera Wealth Management to form Chera Barnas.
Joseph holds a Bachelor of Science from Gabelli School of Business at Roger Williams University and completed a Core Concentration in Italian Studies at The International Studies Institute, at Palazzo Rucellai, Florence Italy. He has Series 7, 63, and 66 licenses, along with Life & Health Insurance Licenses. Joseph has also attained the Certified Plan Fiduciary Advisor (CPFA)® accreditation, as well as Behavioral Financial Advisor (BFA) designation.