Education
BS Accounting and Finance, cum laude, Miami University
MBA Kellogg School of Management, Northwestern University
Affiliations
Certified Public Accountant
Member of the AICPA
Brian Lease, CPA
Partner, CFO
Area of Focus
Fund Accounting & Operations.
- Risk Management Committee
- Operations Committee
- Valuation Committee
Profile
Joined the firm in 2010.
Previously served as the firm’s Fund Controller, overseeing the day-to-day fund accounting and operations, before assuming the role of CFO in January 2021.
Served as Senior Audit Associate in the Financial Services group at Grant Thornton LLP.
Education
BS Accounting and Finance, cum laude, Miami University
MBA Kellogg School of Management, Northwestern University
Affiliations
Certified Public Accountant
Member of the AICPA