About Us

BHB Advisory was founded in 2022 by Brian Breakstone:

•33+ years of financial services experience

•Experienced growth & business development focused CFO, functional COO and CAO with expertise in all aspects of:

•Finance, FP&A, tax, valuation, treasury and liquidity management

•Operations, investor and operational due diligence

•Risk Management, investor relations and human resources

•Strong business and product knowledge across Alternative Assets, Private and Structured Credit and other related strategies

•Extensive experiences launching new strategies and funds, as well as leading initiatives across corporate development, M&A, securitizations and capital raising

•Collaborative, approachable, and responsive leader regarded for managing teams with the highest degree of integrity and creating mobility opportunities across organizations

•Strong culture carrier, communicator, mentor and team player adept at managing key relationships internally and externally and known for being forthright and transparent

Work Experiences

•Waterfall Asset Management: CFO, Functional COO, Partner and key C-Suite Executive

•Integral contributor to the Firm’s AUM growth from $700 million to $10 billion and industry leading status

•Developed and was an active member of the Firm’s governance committees

•Implemented and managed the Firm’s robust front-to-back control infrastructure

•Driver of the Firm’s talent acquisition and retention strategy, increasing headcount from 7 to 160

•Lehman Brothers: CFO/Controller of the Equity Derivatives Group

•JPMorgan: CFO of the Global Structured Finance Group/Lead Global Regulatory Initiatives

•Bankers Trust/Deutsche Bank, Citigroup & Ernst & Young

•Active CPA in NY State

•MBA from NYU Stern School of Business and BBA from the University of Michigan Ross School of Business