We Think And Work For Our Clients
CBAM was founded to minimize the irrationality, complexity and cultural conflicts that we believe define today’s institutionally dominated investment landscape.
We do not see our clients as “millennials” or “baby boomers” or a particular demographic. We see people, each with unique needs and objectives. We consider it a true privilege to curate wealth that has typically accrued as a result of a business lovingly built or a professional service dutifully rendered. We appreciate the responsibility of managing excess capital that is the tangible fruit of frugality and industry, perhaps a lifetime or more of service and sacrifice.
Thus, we have structured our service to be able to address our clients’ needs without compromise.
INDEPENDENT
We are independent by choice to minimize potential conflicts; we think and work for our clients.
SPECIALIZED
Our entire focus is on serving private individuals and families.
PERSONAL
We have a boutique, bespoke approach, serving each client individually, based on their unique specific needs, supported by a referral-focused client acquisition policy.
EXPERIENCED
Constantine Barry, CBAM’s principal and Chief Investment Officer, has 30 years of experience serving private clients.
1987
1987
Started career in London, joining a leading private client team at Shearson Lehman.
1989
1989
Moved to New York to join Lehman Brothers as a Vice President in the private client division and then a Senior Vice President with Oppenheimer and Co.
1998
1998
Joined Bear Stearns Private Client Services In New York as Managing Director, promoted to Senior Managing Director in 2001.
2008
2008
CB Capital Advisors, LLC founded with Laurence Guberman after Bear Stearns takeover by JP Morgan.
2017
2017
Coinciding with 30th anniversary in the industry, rebranding under the CBAM name to more accurately reflect firm’s services and market position.
COMPLETE
We welcome relationships involving the management of a designated portion of our client’s wealth. However, to maximize the potentiality of our role, we also have the capacity to offer advice on the allocation of the complete picture.
INTERNATIONAL
We maintain a global investment perspective, and have an international heritage and client base.
