CBC Wealth Management Group
The CBC Wealth Management Group in New York City found itself in a tough predicament. Their previous firm’s bureaucracy and lack of support left them feeling handcuffed. They were spending too much time dealing with minutiae instead of growing their business. At the same time, a rigid corporate culture was keeping them from effectively serving their clients with complex needs.
The team needed the ability to deliver the personal service of a small firm with the capabilities of a big firm and the freedom to take their already successful practice to the next level. When the CBC Wealth Management Group moved to Stifel’s 3 Bryant Park office in September 2021, they found a supportive environment and a firm that’s aligned with the type of business they do.
“What really stands out here is that local management expressed a willingness to do whatever is necessary to help our business prosper,” said Stephen Barbera, Managing Director/Investments. “At Stifel, they are always working to get to a ‘yes’ even when ‘no’ is a much easier answer.”
Thanks to strategic investments Stifel has made over the years, the team has been able to introduce their clients to unique investment opportunities in private equity, hedge funds, and other alternative investments, along with Stifel's industry-leading middle-market investment banking capabilities.
No longer mired in bureaucracy, the CBC Wealth Management Group now has more time to serve their valued clients. Barbera added, "Our clients are starting to feel the power of Stifel and why we moved our business here."
The team needed the ability to deliver the personal service of a small firm with the capabilities of a big firm and the freedom to take their already successful practice to the next level. When the CBC Wealth Management Group moved to Stifel’s 3 Bryant Park office in September 2021, they found a supportive environment and a firm that’s aligned with the type of business they do.
“What really stands out here is that local management expressed a willingness to do whatever is necessary to help our business prosper,” said Stephen Barbera, Managing Director/Investments. “At Stifel, they are always working to get to a ‘yes’ even when ‘no’ is a much easier answer.”
Thanks to strategic investments Stifel has made over the years, the team has been able to introduce their clients to unique investment opportunities in private equity, hedge funds, and other alternative investments, along with Stifel's industry-leading middle-market investment banking capabilities.
No longer mired in bureaucracy, the CBC Wealth Management Group now has more time to serve their valued clients. Barbera added, "Our clients are starting to feel the power of Stifel and why we moved our business here."