Brian Fern

CFO | Principal
Expertise: Hedge funds, private equity funds, institutional managed accounts, High Net Worth clientele, Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments.

Brian K. Fern, CPA, has over thirty years of experience in the financial services industry.  Brian has built his portfolio working with PE firms, privately-owned firms in several industries, and helped companies identify expense-savings opportunities.

Prior to that, he spent 10 years as CFO at an RIA with $5 billion under management, where he gained expertise working with hedge funds, private equity funds, institutional managed accounts and High Net Worth clientele. Brian also worked at CIBC World Markets in various roles including Senior Product Controller for the Real Estate, Credit Capital Markets, and Investment Banking departments. Earlier, he spent six years at The First Boston Corporation in various capacities including Internal Audit, Public Finance, Mortgage Finance, and Investment Banking.

Brian started his career at Deloitte where he earned his CPA certification. He graduated from Boston University with a BSBA from the Questrom Business School. Brian is also the past Treasurer and current Vice President of a House of Worship in New Jersey where he resides with his wife and children.

Video

Podcasts

Budgeting and Planning the Right Way

Saving Money Without Spending Money: Profitability With Your CFO

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