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Barry N. Berlin, CFA
Barry Berlin is a senior relationship manager for CIBC Private Wealth Management in Atlanta with more than 40 years of experience assisting high net worth families and their related interests. He works directly with clients to develop and implement customized investment and wealth management strategies. He helps clients integrate their asset allocations and investment strategies with their tax, estate and charitable giving strategies, serves as a mentor to his younger colleagues and is engaged in the communities around Atlanta.
Prior to joining the firm in 2001, Barry spent 18 years in a similar role with Wachovia Bank, working entirely in subsidiaries serving wealthy families, foundations and endowments. After relocating in 1987, Barry established Wachovia’s wealth management presence in Atlanta.
He is currently a Trustee for the Woodruff Arts Center, having served on the Governing Board, and previously as Chairman of the Center’s Investment Committee. Barry also serves on the Endowment and Investment Committees at Paideia School in Atlanta. Previously, he served as Trustee and Treasurer of the Atlanta Jewish Film Festival, and as President of the Atlanta CFA Society. He has served as a Trustee of WABE/WPBA, and as founder/chairman of Grants to Green, an environmental program. Barry has facilitated philanthropic activities for The Kendeda Fund since 1993.
Barry earned a Bachelor of Science in Commerce from the University of Virginia and a Master of Business Administration from Northwestern University. He earned his Chartered Financial Analyst® designation in 1982 and served on the governing body’s Council of Examiners from 1984 to 1988. He was also a three-time Jeopardy champion in 1998, and was listed in Barron’s 2019 Top Advisor ranking.