Brian Czerwinski - Chief Financial Officer - Director of Family Office Services - Partner
As Hedgeo’s Chief Financial Officer (CFO), Brian is responsible for the administrative, financial, and risk management operations of the company. Additionally, Brian develops financial and operational strategies while providing ongoing development, monitoring, and system controls designed to preserve company assets and report accurate financial results to firm principals and the executive board. Brian also leads the delivery of Hedgeo’s Wealth Planning, Structuring, and Family Office services to our HNW and UHNW clients. Brian is a finance, investment, and tax professional that has served as a consultant to ultra-high net worth families and small businesses across the country for the past 25 years. Brian also serves as Managing Director and CFO for a Multi-Family Office which serves several ultra-high net worth families with collective assets of more than $2 Billion. In addition, he acts as CFO for several venture investments. Brian holds his Investment Adviser License (Series 65), is a Level II Candidate in the Chartered Financial Analyst (CFA) Program, is a Member of the AICPA Family Office Group (AFOG) sponsored by NASBA, and is a Certified Exit Planning Advisor (CEPA). Brian graduated with a Bachelor of Arts in Business Administration and Economics from Austin College in Sherman, TX. Brian lives and primarily works out of our Dallas/Ft. Worth office.