BPM Executive and Leadership Team

Wen Mochizuki, the Chief Financial Officer at BPM, directs the firm's financial strategy and fiscal operations. Mochizuki oversees all aspects of financial planning, budgeting, and reporting, ensuring robust financial health and sustainable growth. This leadership role involves managing investment strategies and optimizing capital allocation to support BPM's expansion across its diverse client industries, including agribusiness, technology, and life sciences. Wen Mochizuki's expertise is critical in navigating complex financial markets and driving profitability. The Chief Financial Officer also collaborates with other executive leaders to align financial objectives with the company's overall strategic vision, ensuring fiscal discipline and maximizing shareholder value. This position demands a deep understanding of financial regulations and market trends to maintain BPM's competitive edge and commitment to its Certified B Corp status.

Lynda Gustafson, the Director, Advisory Chief Financial Officer Services at BPM, leads the specialized advisory services focused on financial leadership. Gustafson guides clients through complex financial challenges, offering strategic insights and operational support to enhance their fiscal management. This role involves developing and implementing tailored financial strategies for businesses across BPM's key industries, including technology and life sciences. Lynda Gustafson's expertise is crucial in providing fractional CFO services and strategic financial planning to support client growth and stability. The Director, Advisory Chief Financial Officer Services collaborates with the broader finance team and client leadership to ensure optimal financial performance and compliance, reinforcing BPM's commitment to delivering exceptional value and progressive solutions.

Carl Sorboro, the Chief Operating Officer at BPM, directs the firm's operational infrastructure and service delivery. Sorboro oversees the execution of business strategies, ensuring efficiency and scalability across all service lines. This leadership position involves optimizing workflows, managing resource allocation, and driving operational excellence to support BPM's diverse client base in sectors like consumer business and wine and craft beverage. Carl Sorboro's responsibilities include enhancing client service delivery models and implementing best practices to maintain BPM's reputation for exceptional experiences. The Chief Operating Officer works closely with other executives to align operational capabilities with market demands and strategic growth initiatives, ensuring seamless integration of services and sustained operational performance.

Boris Perez, the President at BPM, provides overarching leadership and strategic direction for the firm. Perez guides BPM's mission to deliver exceptional experiences and progressive solutions across its diverse client base. This executive position involves setting the company's vision, fostering a culture of innovation, and ensuring alignment with BPM's Certified B Corp commitments. Boris Perez works closely with the executive team to drive growth, enhance market presence, and uphold the firm's reputation for expansive expertise. The President's leadership is instrumental in navigating the complexities of the agribusiness, technology, and financial services sectors, ensuring sustained success and client satisfaction. Boris Perez champions BPM's values, driving forward initiatives that support both internal development and external client impact.

Gary Gray, the Owner and President at BPM, holds ultimate responsibility for the firm's strategic direction and operational success. Gray guides BPM's vision, ensuring its commitment to delivering exceptional experiences and progressive solutions to clients across industries such as real estate, life sciences, and nonprofit. This leadership role involves setting the company's long-term objectives, fostering a culture of integrity, and driving sustainable growth. Gary Gray collaborates with the executive team to enhance BPM's market position and uphold its status as a Certified B Corp. The Owner and President's oversight ensures that the firm's expansive expertise is consistently applied to meet evolving client needs and industry demands, reinforcing BPM's dedication to impactful business practices.

Elena Owen, the Chief of Staff at BPM, acts as a strategic advisor and operational facilitator for the executive team. Owen enhances organizational efficiency by streamlining communication and coordinating initiatives across departments. This role involves managing key projects, driving strategic planning processes, and ensuring the effective execution of company-wide objectives. Elena Owen's focus is on optimizing internal operations and fostering a cohesive leadership environment. The Chief of Staff supports the President and other executives in implementing BPM's mission, particularly in its work with clients in financial services, real estate, and nonprofit sectors. By bridging operational gaps and driving cross-functional collaboration, Elena Owen ensures that BPM's progressive solutions are delivered seamlessly and effectively, reinforcing the firm's commitment to exceptional client experiences.

Katherine Strehler, the Chief People Officer at BPM, shapes and executes the human capital strategy to foster a thriving organizational culture. Strehler oversees all aspects of talent management, including recruitment, employee development, compensation, and benefits, ensuring BPM attracts and retains top talent. This leadership role is pivotal in cultivating an environment that supports BPM's Certified B Corp values and commitment to exceptional experiences for its employees and clients. Katherine Strehler drives initiatives that promote diversity, equity, and inclusion, aligning people strategies with the firm's overall business objectives across its diverse industry verticals. The Chief People Officer ensures that BPM's workforce is equipped with the skills and motivation necessary to deliver progressive solutions and drive client success.