Leadership Team

CB Capital Concierge™ assembles a group of experienced business advisors, strategists and thought partners who have earned the trust of discerning investors, ambitious entrepreneurs and multi-national CEOs. With over 75 years of combined business experience, the CB Capital Concierge leadership team brings the best practices from across industries, cultures and geographies to implement innovative growth and performance strategies for businesses.

Managing Partner | Brenda Smith, MBA, CFP® Brenda founded CB Capital Concierge, a boutique capital advisory firm, to further commerce and science in the cannabis industry. Drawing on a foundational Wall Street career working in a B2B environment, she’s driven top line revenue and managed to bottom line results as an operator and strategist where she led a $34B product P&L, as well as a $22B District Sales Channel. She brings an expanded definition of capital to her entrepreneur and investor clients: financial capital while essential, is amplified by social, intellectual and human capital into diligence that builds enterprise value. Read Brenda’s full bio >

Chief Legal Counsel, Partner |William Rosenstadt, Esq, is Chief Legal Counsel and a Partner at CBCC. Bill is deeply experienced in all types of public and private offerings, federal securities law compliance, venture capital financings, and international merger and acquisition transactions. He has worked on multiple cross-border transactions and taken companies public in the U.S. and European markets. He works with entrepreneurs, public companies, hedge funds, private equity funds and other corporate entities on complex international and corporate transactions as well as EB-5 immigration matters utilizing both direct investment and regional centers. Read William’s Full Bio.

Finance & Operations | Michael Andrews is an Operating Executive with broad experience across industrial manufacturing, industrial services, food and beverage, value-add distribution and cannabis industries with specific expertise in specialty and outsourced manufacturing. His career has been spent navigating Teams through high-stress situations (turnarounds & rapid expansions). The roles he has filled include Member of Global Operating Committee and SEC registered insider of a Fortune 500 company, CEO / Board positions with various private businesses and Managing Partner of a private investment firm he founded. Michael is the former Executive Vice President of General Cable Corporation, a Fortune 500 Company, and President of General Cable’s Energy and Infrastructure Group, a portfolio of nine businesses generating $1.4 billion in annual revenue. Read J. Michael’s Full Bio.

Research & Analysis | Uri Carl manages research and analysis of private cannabis investments at CB Capital Concierge. Uri has worked in various research capacities since 2014, building financial and statistical models, conducting analysis and due diligence, and writing research reports on market trends, companies, and securities. He is currently focused on the cannabis market. Starting his career as an analyst at the U.S. Treasury Department, Office of Financial Research (OFR), Uri conducted research on systemic risk among buy- and sell-side firms. Afterwards, he served as an analyst at the Federal Reserve, where he built financial models and analytics monitors, and prepared numerous briefings, memos, and reports on interest-rate and bond markets. Some of his research has been viewed favorably and cited by senior policy makers and Wall Street firms. Most recently, Uri is the founder and managing partner of Blue Frontiers Partners, LLC, which advises and provides research for investors and companies on market opportunities, competitive landscape, and due-diligence & valuation in growth sectors, including cannabis, FinTech, and energy & infrastructure. He holds a BA in mathematics and philosophy from Yeshiva University and an MS in operations research, focusing on finance and financial engineering, from Columbia University.

Marketing & Social Media | Sara Gluck brings an intuitive mastery of all things marketing to the cannabis space. Sara has a storied history of entrepreneurship in the medical space, including a successful exit. Most recently, Sara was the Chief Operating Officer of the America Israel Cannabis Association (AICA) and ran their global operation and marketing initiatives. She resides in Denver, the model state for all things cannabis, and is a strong advocate for targeted communication, education and socialization of the cannabis industry. Sara obtained her MBA from the University of Virginia and her BS in Advertising from the University of Texas-Austin.

Our Registered Sales Team | When CB Capital Concierge goes to market on a capital raise, we enlist a team of independent and affiliated registered representatives, each with their distinct investor lists. We also design a custom marketing plan for each client, including the CB Capital thought leadership platforms including investor forums and webinars to socialize the investment opportunity and the reach into the private capital and investors looking for curated investments in the cannabis industry

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