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Claire Bailey

About me

Experienced Wealth Management and Capital Formation investment professional offering decades of experience and success building business through a variety of distribution channels including Family Offices, High Net Worth Individuals (HNWI), Consultants, and Institutions. Career highlights include winning new business with large institutional investors such as $400M from ULLICO / Trust Fund Advisors, $60M from lowa PERS, $35M from Louisiana SERS, $60M NE Utilities, $10M from NJ Transit, $10M from Warren Foundaton, $40M from Coors Brewing Co. and allocations from Single Family Offices and RIA's for Hedge Funds, Private Equity, Private Credit, Private Real Estate and more.

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Education & Qualifications

Colgate University
BA
to

Expertise

None

Job History

May 2026
to Present
Founder & Managing Director
CB Financial Service
Jun 2025
to Present
Senior Wealth Advisor
Legacy Private Client Services
Nov 2023
to May 2025
Senior Vice President Business Development
National Brokerage Atlantic, Inc.
Sep 2023
to May 2024
Senior Registered Representative
Great Point Capital LLC
Sep 2022
to Jun 2023
Vice President, Private Partnership Group
Group RMC
Sep 2020
to Jul 2022
Director of Business Development
Augustus Management LLC
Jan 2019
to May 2020
Director of Business Development
Institute for Private Investors
Feb 2015
to Jan 2017
Vice President of Business Development
Bluestone Capital Management
Jul 2008
to Dec 2009
Vice President of Business Development
Penn Square Group
Jan 2001
to Dec 2003
Managing Director
Attalus Capital
Jan 1998
to Dec 2000
Vice President of Business Development
Cypress Asset Management
Jan 1995
to Dec 1998
Managing Director
Brandywine Global Investment Management
Jan 1992
to Dec 1994
Assistant Vice President
State Street Global Advisors

Price

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