Team Bio
Cherie Liu
Chief of Staff
Cherie Liu is Chief of Staff at Brio, and partners closely with executive leadership to translate vision and strategy into execution. With a solid foundation of over 10 years in project management and business operations, she drives alignment across teams and projects, ensures operational rigor and agility, and advances key strategic initiatives from planning through delivery.
News & Updates
Congratulations to our client, Rock.ai, on this significant milestone
Congratulations to our client, Rock.ai, on this significant milestone. There is something especially meaningful about helping a company prepare for the public markets and then seeing that work culminate in a listing on a national exchange. IPO readiness is not just a...
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference 6/9-6/10
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference, the longest-running event dedicated to the SPAC market, taking place June 9–10, 2026 at Westchester Country Club in Rye, New York. Our Founder & Managing Member, David Briones, will also...
Brio Financial Group congratulates our client, Apogee Acquisition, on filing with the SEC for a $250 million IPO
Brio Financial Group congratulates our client, Apogee Acquisition, on filing with the SEC for a $250 million initial public offering. Apogee Acquisition is led by CEO and Chairman Jeffrey Smith, Managing Member of Apogee Capital Partners, and CFO Ian Rhodes, CPA, our...