Brian Jozwiak, CPA

Partner, Head of Client Experience

Brian Jozwiak has over 30 years of experience in the alternative asset space spanning hedge fund, investment bank and family office organizations where he has filled the COO, CFO and CCO roles. Mr. Jozwiak is a senior member of the EAC team, who is head of quality control/client experience and managing and servicing the company's advisory clients.

Prior to joining, Mr. Jozwiak was COO, CFO and CCO of Fine Capital Partners where he was responsible for all finance, accounting, legal, compliance and management company operating matters. In addition, Mr. Jozwiak was responsible for all trade execution and infrastructure of the funds. Before Fine, Mr. Jozwiak was a partner at Five Points Capital, a long short technology crossover fund, where he had overall operational responsibility for the organization as well as portfolio company responsibility. Prior to Five Points, Mr. Jozwiak was a Senior Vice President at Lehman Brothers where he was a leading member of the asset management group responsible for the development, management, operations, accounting, structuring and marketing of a variety of alternative and traditional managed products and financial advisory services. Before moving to Lehman, Mr. Jozwiak was controller of William E. Simon & Sons, the family office of the former Secretary of the Treasury William E. Simon as well as Chief Financial Officer of their related registered investment advisor New Vernon Advisors. Mr. Jozwiak began his career at Arthur Andersen as a senior Tax consultant.

Mr. Jozwiak holds a Bachelor of Science degree in Accounting from Fairfield University and is a non-practicing Certified Public Accountant and a Chartered Global Management Accountant.

Portrait of Brian Jozwiak, CPA

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