Jan 26, 2026 | From the Founder
I will be at the DealFlow Discovery Conference in Atlantic City on Wednesday and Thursday morning, January 28 and 29, representing Brio Financial Group. If you are attending and would like to connect in person, message me and we will find a good time to meet. –...
Dec 23, 2025 | Brio News, From the Founder
Holiday dinner with part of the Brio Financial Group team. It was great to get together in person, share a meal, and spend time outside the usual work setting. Wishing everyone a happy holiday season! – David Briones
Oct 3, 2025 | From the Founder
Excited to share that I’ll be in San Francisco for Tech Week from October 6 through October 9. Tech Week always brings incredible opportunities to connect with founders, investors, and innovators across industries. I am looking forward to engaging in conversations...
Oct 1, 2025 | Brio News, From the Founder
Fifteen years is a strange milestone. Too long to be a startup, too short to be a legacy. For Brio Financial Group, it’s been just enough time to watch companies go public, go private, raise capital, merge, and reinvent themselves—sometimes all in the same cycle....
Sep 11, 2025 | From the Founder
Back in New York for the H.C. Wainwright & Co., LLC conference. Post Labor Day and time to get back out with clients, colleagues and friends like Seth Farbman. – David Briones
Aug 18, 2025 | From the Founder
Thanks to Vince Caruso! On October 22, I will be speaking at an investor event at Hudson Yards in New York, hosted by New to The Street, and presenting on behalf of Brio Financial Group, sharing insights from our work with growth stage companies and the evolving...