Leadership Overview
BPM has 4 executives leading key functions including organizational strategy, financial oversight, advisory services, and operational management.
Committed to delivering progressive solutions for diverse global industries, BPM fosters exceptional experiences through expansive expertise and a dedication to sustainable, client-focused business practices.
Committed to delivering progressive solutions for diverse global industries, BPM fosters exceptional experiences through expansive expertise and a dedication to sustainable, client-focused business practices.
Leadership Roles at BPM
Wen Mochizuki - Chief Financial Officer
Wen Mochizuki, the Chief Financial Officer at BPM, directs the financial health and fiscal strategy of the firm. Overseeing capital allocation, financial reporting, and risk management, the Chief Financial Officer ensures the firm maintains the stability required to support clients in the wine, craft beverage, and real estate industries. Wen Mochizuki manages complex budgetary frameworks, providing the necessary data to inform strategic investments and long-term expansion. By monitoring global market trends, the Chief Financial Officer identifies opportunities for sustainable growth while upholding the rigorous standards of a Certified B Corp. This leadership role involves close collaboration with the board to ensure transparency and fiscal responsibility across all service lines. Through precise financial planning and performance analysis, the Chief Financial Officer secures the resources needed to deliver exceptional experiences to businesses around the world. This oversight remains critical for maintaining the firm's reputation for excellence and financial integrity.
Lynda Gustafson - Director, Advisory Chief Financial Officer Services
Lynda Gustafson, the Director, Advisory Chief Financial Officer Services at BPM, architects financial advisory solutions for clients navigating complex market environments. By providing fractional leadership and strategic financial guidance, the Director, Advisory Chief Financial Officer Services empowers organizations in the consumer business and nonprofit sectors to achieve operational maturity. Lynda Gustafson translates intricate financial data into actionable insights, helping clients optimize cash flow and improve profitability. This role involves designing bespoke financial frameworks that address the unique challenges of high-growth companies. Through the application of expansive expertise, the Director, Advisory Chief Financial Officer Services ensures that clients receive the same level of professional rigor found within the firm's internal operations. By fostering strong relationships with stakeholders, the Director, Advisory Chief Financial Officer Services drives value creation and long-term success. This position remains essential for delivering the progressive solutions that define the firm's commitment to client-centric advisory excellence.
Russell Burbank - Partner, Consulting. Chief Operating Officer
Russell Burbank, the Partner, Consulting. Chief Operating Officer at BPM, directs the firm's operational infrastructure and consulting service delivery. By overseeing the integration of technology and human capital, the Partner, Consulting. Chief Operating Officer ensures that service teams maintain high performance across all industry verticals. Russell Burbank manages the execution of complex consulting engagements, driving efficiency and quality control to meet the needs of a global client base. This leadership role involves refining internal processes to support the firm's mission as a Certified B Corp. Through strategic oversight of consulting operations, the Partner, Consulting. Chief Operating Officer enables the firm to scale effectively while maintaining the diverse perspectives that drive innovation. By aligning operational capabilities with market demands, the Partner, Consulting. Chief Operating Officer secures the firm's position as a leader in professional services. This role remains central to the firm's ability to deliver consistent, high-quality results for every client.
Elena Owen - Chief of Staff
Elena Owen, the Chief of Staff at BPM, coordinates cross-functional initiatives to ensure alignment with firm-wide strategic objectives. By managing internal communications and executive workflows, the Chief of Staff optimizes organizational efficiency across the agribusiness, technology, and life science sectors. Elena Owen facilitates high-level decision-making processes, enabling leadership to focus on long-term growth and client service excellence. This role involves bridging gaps between departments to maintain the operational standards expected of a Certified B Corp. Through rigorous project management and resource allocation, the Chief of Staff supports the firm in maintaining a competitive edge within the professional services landscape. By streamlining administrative functions and fostering collaboration among senior partners, the Chief of Staff drives the internal momentum necessary for achieving complex business goals. This position remains vital for maintaining the cohesive culture and operational agility required to serve a diverse, global client base effectively.
Explore Leadership Teams in Accounting for Legal Practices
Founded in 1974, Withum is a nationally ranked public accounting firm providing advisory, tax and audit services to businesses and individuals on a local-to-global scale. Withum is located in New Jersey.
Company Leadership PW
EA
JS
DP
SAX Advisory Group (SAX LLP) is a U.S.-based accounting, tax, and advisory firm providing services such as audit, tax planning, consulting, and technology solutions. It serves industries including real estate, healthcare, nonprofits, and financial services, helping clients improve performance and navigate complex financial environments.
Company Leadership
MR
MM
BerryDunn is full-service accounting and consulting firm, working with clients coast to coast in the US and around the world. Our range of expertise provides services to a wide array of clients from town, local, and state governments to healthcare, not-for-profit, higher education, commercial, financial services, high tech, and more. While our company has evolved over the years to stay on the forefront of the many industries we serve, our mission has remained constant: to help each client create, grow and protect valuewhile delivering exceptional service, based on integrity, expertise, and a constant commitment to your success.
Company Leadership SB
CR
CO

Katz, Sapper & Miller is a nationally recognized consulting, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we help our clients make sense of where they've been, what's on the horizon, what's changing, and what they need to do to prosper in the years ahead. We leverage emerging technologies, combined with our people's differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges. KSM's mission is also our passion and our commitment: We inspire great people to do great things. Katz, Sapper & Miller is founded in 1942.
Company Leadership
JE
JC
CP