Brian K. Fern, CPA, has over thirty years of experience in the financial services industry. Brian
is a fractional CFO working with PE firms, privately-owned firms in several industries, and helps companies identify expense -savings opportunities. He turns “CFO into profit centers.” Brian helped get over $100M in PPP loans for companies and followed that up with currently helping profit and not-for-profit companies evaluate ERC (Employment Retention Credit) and has successfully helped many entities receive these government Cares Act funds.
Prior to that, he spent 10 years as CFO at an RIA with $5 billion assets 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 seven years at The First Boston Corporation in various capacities including Internal Audit, Chief of Staff for Public Finance and Mortgage Finance, and expense czar for Investment Banking.

Brian started his career at Deloitte (Touche Ross & Co) 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 his Temple in New Jersey where he resides with his
wife and children. He enjoys golf, cooking, and recently retired from ice hockey after playing for 35 years in a men’s pick-up game. He is a member of the AICPA and NJSCPA.