A complete list of active advisors currently associated with Constantine Barry Asset Management (CBAM)

Warmer can help you find a great advisor at Constantine Barry Asset Management (CBAM) or one who fits your needs even better.

Constantine Barry Asset Management (CBAM) advises individuals (including high‑net‑worth clients), charitable organizations, corporations and institutions in sub‑advisory relationships. The firm offers investment supervisory services and individual portfolio management (available on both discretionary and non‑discretionary bases), model portfolio sub‑advisory for institutions, and consulting engagements. CBAM’s process begins with data gathering on objectives, time horizon, risk tolerance, liquidity and tax factors and it uses fundamental analysis and mutual fund/ETF analysis to construct portfolios. While it can exercise discretion, the vast majority of client assets were managed on a non‑discretionary basis as of 12/31/2025 (approximately $1.96 million discretionary versus $136.67 million non‑discretionary). Compared with many peers, CBAM accepts performance‑based fee arrangements for qualified clients and discloses the related conflicts of interest and eligibility requirements tied to those arrangements. The firm also serves a significant non‑U.S. client base—using and accommodating non‑U.S. custodians and offering currency‑adjusted performance calculations—and combines institutional sub‑advisory model work with a consulting practice that can be structured on fixed, asset‑based or hourly terms.

To learn more about the advisors currently working at Constantine Barry Asset Management (CBAM), click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.