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 team brings decades of hands-on expertise to help companies do exactly that.
David Briones
FOUNDER & CEO
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.
Jonathan Tegge
Chair of Controllership Services & SEC REPORTING
Jonathan Tegge leads SEC reporting and advisory at Brio, bringing more than 10 years of experience in financial reporting and technical accounting. He helps public and private companies navigate complex compliance challenges.
Ian Rhodes
CHAIR OF SPAC & SEC REPORTING
Ian Rhodes leads Brio’s SEC reporting practice and SPAC team. With more than 20 years of experience in technical accounting, he advises clients on complex filings, business combinations, and regulatory compliance.
Brian Siegel
Chair of Technical Accounting
Brian Siegel leads technical accounting at Brio. With over 25 years of experience, he specializes in technical accounting matters including business combinations, debt and equity financing, share-based compensation, and revenue recognition, and provides accounting and business advisory services to clients across both public and private sectors.
Marie Iannucci
Chair of Valuation Services
Marie Iannucci leads Brio’s valuation practice with more than 20 years of experience in fair value, technical accounting, and SEC reporting. A former Deloitte and EY advisor, she is a licensed CPA and a Penn State alumna.
Rohit Babbar
DIRECTOR (CONTROLLER & SEC)
Rohit Babbar leads Brio’s CFO Advisory practice. With 15 years of experience, he advises public and private companies on GAAP financial reporting, accounting operations, audit readiness, and financial strategy, and has led global accounting functions across the U.S.
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