Leadership Team
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Brian Weisman, CFA
Brian is an all-around high impact financial consultant who guides you like an in-house CEO/CFO. For 14 years across Wall Street and Corporate America, he built 300+ bottom-up KPI driven proprietary financial models to analyze and value companies across sectors such as technology and media, consumer and retail, energy, financial institutions, and healthcare.
Since launch, Brian has driven strategic and financial analysis for several clients from hedge funds, high net worth individuals, SaaS technology, and boutique fitness health clubs.
He graduated with a Bachelor’s degree in Finance from NYU Stern. He is on the Board of Trustees for his local synagogue. Brian is a Chartered Financial Analyst (CFA) Charterholder. He also has over 14 years of experience as an energy investment banker, an investment professional at hedge funds, and a corporate development and FP&A leader in consumer products.
Contact Us
If you have a question about scheduling a consultation, please complete the contact form below and a member of our team will answer your question over email as soon as possible.
