BPM Executive and Leadership Team

Wen Mochizuki, the Chief Financial Officer at BPM, directs the firm's financial strategy and fiscal operations. This leadership role involves managing all aspects of financial planning, analysis, and reporting, ensuring robust fiscal health across the organization. Mochizuki oversees the allocation of capital, drives initiatives to optimize profitability, and maintains strong relationships with financial institutions and investors. The Chief Financial Officer's responsibilities extend to risk management, compliance with financial regulations, and the development of long-term financial models that support BPM's growth objectives within the agribusiness, consumer business, financial and professional services, life science, nonprofit, wine and craft beverage, real estate, and technology sectors. By providing critical financial insights, Wen Mochizuki enables strategic decision-making and underpins the firm's commitment to delivering progressive solutions and exceptional experiences.

Lynda Gustafson, the Director, Advisory Chief Financial Officer Services at BPM, leads the provision of high-level financial advisory services to clients across various industries. This leadership position focuses on delivering strategic financial guidance, fractional CFO support, and financial planning expertise to businesses navigating complex market dynamics. Gustafson oversees the development and implementation of financial strategies designed to enhance client profitability, optimize capital structure, and ensure fiscal sustainability. The Director, Advisory Chief Financial Officer Services' role involves close collaboration with clients to understand their unique challenges and opportunities, offering tailored solutions that drive growth and operational efficiency. Lynda Gustafson's expertise is crucial for clients in sectors such as wine and craft beverage, consumer business, and technology, enabling them to achieve their financial objectives and benefit from BPM's expansive expertise and progressive approach.

Carl Sorboro, the Chief Operating Officer at BPM, orchestrates the firm's operational efficiency and service delivery across all industries served. This executive function encompasses the management of day-to-day business activities, ensuring seamless execution of client engagements and internal processes. Sorboro drives initiatives to enhance operational scalability, implement best practices, and foster a culture of continuous improvement. The Chief Operating Officer's purview includes optimizing resource allocation, streamlining workflows, and leveraging technology to support BPM's expansive expertise and progressive solutions. By focusing on operational excellence, Carl Sorboro directly contributes to the exceptional experiences BPM provides to individuals and businesses worldwide, particularly within the complex landscapes of agribusiness, technology, and financial services. This leadership ensures the firm operates effectively and meets its strategic goals.

Elena Owen, the Chief of Staff at BPM, acts as a strategic partner to executive leadership, facilitating the execution of key initiatives and ensuring alignment across departments. This critical role involves managing special projects, driving cross-functional collaboration, and enhancing organizational effectiveness. Owen supports the strategic direction of the firm by streamlining communication, optimizing decision-making processes, and ensuring the efficient deployment of resources. The Chief of Staff's responsibilities include preparing executive communications, coordinating board interactions, and driving strategic planning efforts that align with BPM's mission as a Certified B Corp. By fostering strong internal alignment and driving forward critical projects, Elena Owen directly supports the firm's commitment to delivering exceptional experiences and progressive solutions across its diverse client base in sectors like life science and real estate.