Brian Jacobson

Brian Jacobson

  • Director
617-619-3376
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Biography

Brian is a Director with the Financial Advisory Services Team in the Field Examination Group at Capstone Headwaters.  As a Massachusetts Certifed Public Accountant (CPA), Brian has more than 25 years of experience in public accounting, auditing, and private company work and has performed Field Examinations for a vast list of clients including Finance Companies and Financial Institutions.  The entities that hire CH for Field Examinations included Asset-Backed Lender (ABL), Cash Flow Lenders, and Commercial and Industrial (C&I) Lenders.  The industries covered include all types of Distribution / Retail, Manufacturing, Service and Construction clients.  The purpose of the field exams includes pre-loan reviews, ongoing collateral monitoring, and one-time reviews.

Prior to joining Capstone Headwaters, Brian worked at Gray, Gray & Gray, serving as Director of Field Examinations and Client Accounting Services. His vast experience in field examinations and loan reviews for financial institutions enables him to deliver high-level accounting and audit services to banks, credit unions, and other lenders seeking assurances of the collateral against which they are lending.

Prior to joining Gray, Gray & Gray, Brian was the founder and principle of ClearView Financial Services, LLC, and served in senior financial positions for a wide range of companies, including D. Schumacher Landscaping Inc., AmeriVault Inc., Digital Broadband Communications, Inc., and Standard Electric Supply Company. Brian began his accounting career with Grant Thornton’s Boston office.

Education

Bentley University - BSA - Accountancy

Boston College - MBA - Finance

Registrations & Affiliations

Member of the Massachusetts Society of Certified Public Accountants (MSPCA)