The CCFO Team

Corey McKiernan

Corey is the Chief Investment Officer at CCFO where he advises high net worth families on traditional, alternative and direct investment opportunities. Before joining CCFO in 2016, Corey was a Portfolio Manager at Portland House Partners, a multi-billion dollar single family office, where he managed a global portfolio of investments. Prior to his involvement with family offices, he developed significant principal investing experience working at both hedge funds and private equity firms where he was responsible for sourcing and evaluating investment opportunities in both public and private markets. Corey began his career in investment banking at Merrill Lynch and Stephens Inc. where he analyzed, structured and executed mergers and acquisitions for companies across a variety of sectors. Mr. McKiernan holds a B.A. in Economics from the University of Michigan and an M.B.A. in Finance from Columbia Business School.

Tim Ulfig

Managing Partner

Ben Novak

Chief Financial Officer

Tim Ulibarri

Director of Accounting

Chris McPartlan

Senior Investment Analyst

Emily Weber CPA

Accounting Director

Susan Hollon CPA, MBA

Accountant

Michaele Berger

Accountant

Jamie Oldemeyer

Office Manager and Executive Assistant