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 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.

PROPRIETARY

All portfolio selections are sourced in house, using proprietary methodology developed and refined over an entire career.

REGISTERED

CBAM is an Investment Advisor registered with the Securities and Exchange Commission.

Biographies

Constantine BarryPrincipal / Chief Investment Officer
Laurence M. GubermanChief Operating Officer