CB Capital Advisory is led by seasoned professionals with over 55 years of collective Wall Street experience. They have witnessed first-hand the major market events of the last quarter century from the dot.com boom and bust, to the Great Financial Crisis, to the current rate hike cycle (the fastest in US history). They have worked with hundreds of well known companies across industries and economic backdrops, and have been fortunate to have established close relationships with many of the finest investors in the world over the course of their careers. The sum total of their experience provides them the ability to share sober analysis and clear advice.
As the Founder and Managing Partner of CB Capital Advisory, Chris leverages his expertise and passion for working with companies to provide innovative solutions and insights that help his clients achieve their goals. Chris is known for his collaborative approach, attention to detail, and unwavering commitment to his clients' success. Chris is dedicated to helping his clients achieve their objectives and build a brighter future.
Prior to founding CB Capital Advisory, Chris spent 26 years in various roles at several Wall Street firms, including Cowen & Company, Bank of America, and JMP Securities. In addition to his Institutional Capital Markets functions and product management roles he co-founded and led the Family Office Group at JMP, which catered to substantial family office investors specifically engaged for their direct investment activity in the private and public markets.
Chris earned his Bachelor of Arts in Political Science from Franklin & Marshall College, he also attended the London School of Economics, and Charles University in Prague, CZ. He lives in South Florida with his bride of 25 years and is a proud father of 3.
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.
Securities are offered through Finalis Securities LLC Member FINRA/SIPC. CB Capital Advisory LLC and Finalis Securities LLC are separate, unaffiliated entities.
cbcapitaladvisory.com (the "CB Capital Advisory LLC Website") is a website operated by CB Capital Advisory LLC, a privately held Florida limited liability company. CB Capital Advisory LLC provides financial and strategic advisory, consulting services, mergers and acquisitions services, etc.
CB Capital Advisory LLC is not a registered broker-dealer, and Finalis Securities LLC and CB Capital Advisory LLC are separate, unaffiliated entities.
Securities are offered through Finalis Securities LLC Member FINRA / SIPC. CB Capital Advisory LLC is not a registered broker-dealer, and Finalis Securities LLC and CB Capital Advisory LLC are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRABrokerCheck