Brian Jacobson


Brian is a Director with the Financial Advisory Services Team in the Field Examination Group at Capstone Partners. 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 Partners, 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.

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