leaders
the brio team
Guiding Financial
Clarity in a Complex World.
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
David Briones
Founder & Managing Partner
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
Michael J. Losch
Chief Operating Officer
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
Gary Singer
Manager of Private Sector
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
Robert DelAversano
dir. of financial reporting & taxation
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
brian speck
dir. of financial reporting
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
mark j. rosenblum
managing director
Navigating today’s financial landscape requires more than technical skill — it takes experience, insight, and a commitment to delivering value at every stage of your company’s growth. The Brio Financial Group leadership team brings decades of hands-on expertise to help companies do exactly that.
recent transactions
Brio Financial congratulates our client NMP Acquisition Corp. (Nasdaq: hashtag#NMPU) on filing for a $100 million IPO.
Brio Financial congratulates our client NMP Acquisition Corp. (Nasdaq: hashtag#NMPU) on filing for a $100 million IPO. Led by Melanie Figueroa (CEO) and Nadir Ali (CFO) of Next Move Partners, NMP Acquisition brings seasoned SPAC leadership to the Nasdaq with a clear...
UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc.
On May 14, 2025, UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc. This was more than a deal. It was the result of years of dedication that started in 2019 with a management buyout from a Hong Kong-based conglomerate. I was...
Congratulations to our client, Texas Ventures Acquisition III Corp.
Congratulations to our client, Texas Ventures Acquisition III Corp, on the successful completion of its $225 million initial public offering on Nasdaq under the ticker TVACU. The IPO included 22.5 million units, reflecting strong momentum behind their focus on...
Congratulations to Brio Financial Group client, Pure Lithium Corporation
Congratulations to Brio Financial Group client, Pure Lithium Corporation We are thrilled to congratulate our client, Pure Lithium, on the acquisition of all assets from Dimien Inc., a U.S.-based vanadium cathode materials company. This strategic move brings valuable...