Brian Petersen

About Brian Petersen

Experienced investment product and corporate entity CFO/Treasurer and COO with a demonstrated history of leading high performing teams in the financial services industry. Skilled in Corporate Finance and Accounting, Investment Securities, Mutual Funds, Institutional Products, Financial Services Operations, Relationship Management, Financial Analysis, Executive Presentations, Mentoring and Employee Career Development. CPA with a Master’s Degree focused in Accounting from University of Denver.

Experience

1. CFO and COO

   Harrison Street Private Wealth

   Jul 2025 — Present

   Serves as the Adviser\'s CFO, with responsibility for the firm’s corporate accounting and finance functions including capital allocation planning, budgeting, forecasting, financial statement production and tax filings.• Serves as the CFO and Treasurer of the firm\'s affiliated closed-end interval funds, with responsibility for oversight of all ongoing accounting and administration related operations as well as structuring and operational considerations of new products ideas.• Serves as the Adviser\'s COO with responsibility for fostering cross-functional collaboration, identifying and mitigating operational risks, implementing insurance programs and overseeing the firm\'s human resources function.• Provides strategic direction and career development to the firm\'s compliance, corporate finance and product accounting teams.

Education

• University of Denver

  Bachelor’s Degree, Accounting

  1989 — 1994

• University of Denver

  Master’s Degree, Accounting

  1989 — 1994

Skills

• Financial Modeling
• Financial Analysis
• Finance
• Equities
• Fixed Income
• Alternative Investments
• Securities
• Investments
• Bloomberg
• Hedge Funds
• Financial Services
• Asset Management
• Mutual Funds