CB Capital Advisory is spearheaded by experienced professionals boasting over 55 years of combined expertise on Wall Street. They have personally observed significant market events over the past 25 years, ranging from the dot-com boom and subsequent bust to the Great Financial Crisis and the current cycle of rate hikes, which marks the fastest in U.S. history. Having collaborated with hundreds of prominent companies across various industries and economic conditions, they have been fortunate enough to forge strong relationships with some of the world’s most esteemed investors throughout their careers. This extensive experience equips them to deliver insightful analysis and straightforward guidance.
As the Founder and Managing Partner of CB Capital Advisory, Chris utilizes his expertise and passion for collaboration with businesses to deliver innovative solutions and insights that empower his clients to realize their goals. Renowned for his cooperative approach, meticulous attention to detail, and steadfast dedication to client success, Chris is committed to guiding his clients in achieving their objectives and forging a brighter future.
Before establishing CB Capital Advisory, Chris accumulated 26 years of experience in various capacities at several Wall Street firms, including Cowen & Company, Bank of America, and JMP Securities. Alongside his roles in Institutional Capital Markets and product management, he co-founded and led the Family Office Group at JMP, which served significant family office investors actively involved in direct investments across both private and public markets.
Chris holds a Bachelor of Arts in Political Science from Franklin & Marshall College and has also studied at the London School of Economics and Charles University in Prague, CZ. He resides in South Florida with his wife of 25 years and is a proud father of three. Chris is FINRA licensed and holds Series 7, 24, 79, and 63 designations.
As Managing Director, Greg leads CB Capital Advisory's Boston market presence where he leverages his vast experience to help clients achieve optimal outcomes.
Greg joins CB Capital Advisory most recently from Acrisure, where he served as Executive Vice President for their Asset and Wealth Management division. Prior to his time at Acrisure, Greg spent 25 years in various roles at Wall Street firms, the last 15 at JP Morgan where he most recently served as Executive Director tasked to lead JP Morgan's Institutional presence in Boston. In that role he led a team responsible for managing corporate and institutional client activities with some of the largest asset managers in the world.
Greg started his career in the Audit Group at KPMG in Baltimore, later joining the Investment Banking division of Legg Mason (now Stifel Nicolaus) as a generalist banker. His work at Legg ranged rom valuation, M&A and initial public offering engagements for numerous companies in the Real Estate, Consumer, and Utilities verticals.
Greg earned his Bachelor of Science in accounting degree from the University of Delaware.
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