About Brian

Brian Trombley is a partner in the Firm’s Alternative Investment Industry Group. He assists with practice development, client service, staff development, and technical matters. Brian provides assurance and consulting services to investment advisors with complex investments and financial reporting matters.

Brian specializes in several private investment asset classes, including fixed-income securities, distressed debt, futures, forwards, options, venture capital, private credit, private real estate, and private equity. Brian has over a decade of public accounting experience and spent three years working with a global financial services firm in the United Kingdom.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA), Investment Management Committee Member
  • Help For Children (HFC) Committee of Hope Member
  • Alternative Investment Management Association (AIMA) Private Advisors Rule Working Group Member
Practice Focus

Valuations of Hard-to-Value Investments
Fund Formation
Consulting Services
Financial Statement Audits
Financial Reporting
Evaluating & Structuring Complex Equity Instruments

Industry Focus

Private Equity Funds
Venture Capital Funds
Direct Lending Funds
Management Companies
Private Credit
Fund of Funds
Hedge Funds


Bachelor of Science, Accounting
University of Albany

Master of Science, Accounting
Boston College