Jun 15, 2026 | From the Founder
Grateful for an incredible two days at the 9th Annual SPAC Conference at Westchester Country Club. Moderating “Preparing a Target for Public Company Readiness” with Natalie Verbanac of CBIZ, Adam Berkaw of EGS, Christopher Brandes of CFGI, and Machua...
Jun 11, 2026 | From the Founder
Great running into Mike Frohlich of Toppan Merrill at the SPAC Conference. Love the hat, Mike! Winners back winners!
Jun 10, 2026 | From the Founder
Great running into Michael J. Blankenship at the The SPAC Conference. Proud to have Brio Financial Group in the room as a sponsor this year. Looking forward to another awesome day!
Jun 8, 2026 | Brio News, From the Founder
Looking forward to moderating at the SPAC Conference this Tuesday, June 9 at Westchester Country Club. Join us at 4:35 PM for “Preparing a Target for Public Company Readiness” with panelists Natalie Verbanac (CBIZ), Adam Berkaw (EGS), Christopher Brandes...
May 11, 2026 | Brio News, From the Founder
What a great time last week at the D. Boral Capital Global Conference. Grateful to have joined the SPAC panel with such an awesome group of people. And it’s never the same without the Brio Financial Group crew next to me. Proud of Ian Rhodes, CPA Jonathan Tegge...
May 8, 2026 | From the Founder
Ran into this guy at The Plaza yesterday : ) Always a good time when Seth Farbman’s in the mix. Grateful Brio Financial Group is back as a Gold Sponsor at the D. Boral Capital Global Conference, and honestly, is there a better backdrop than NYC for a room full...