Atlanta, Georgia

3290 Northside Parkway, 7th Floor
Atlanta, GA 30327

PHONE NUMBER: 404.881.3400
TOLL-FREE: 866.517.3400
FAX NUMBER: 404.816.7143

Barry N. Berlin, CFA
Managing Director

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. His responsibilities include helping clients integrate their asset allocation and investment strategies with their tax, estate and charitable giving strategies.

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's Governing Board and serves as chairman of the Center's Investment Committee. He served as president of the Atlanta Society of Financial Analysts from 1998 to 1999.  Other civic roles include treasurer and trustee of the Atlanta Jewish Film Festival, member of the Paideia School Endowment and Investment Committee, Trustee of WABE/WPBA, and founder/chairman of Grants to Green.  Barry has facilitated grant-making and related 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.

 
Representing CIBC Private Wealth Advisors, Inc. and CIBC National Trust Company.