Chief Compliance Officer
Louis Almerini has served as the firm’s Chief Compliance Officer since 2018.
Since 2016, he has been Managing Member and 100% owner of Louis Almerini CPA, LLC, which provides accounting, compliance, and related consulting services to clients directly or under contract with CFO Financial Partners LLC.
From 2011 through 2016, Mr. Almerini served as Managing Director, Finance at PineBridge Investments, a registered investment adviser with over $80 billion AUM and offices in more than 20 countries. Prior to joining PineBridge, Mr. Almerini served in senior finance roles with Kellogg Capital Markets (Chief Financial Officer), Merrill Lynch (First Vice President), Morgan Stanley (Principal), and PwC (Manager).
Mr. Almerini is a Certified Public Accountant registered in the state of New York, a Financial and Operations Principal (Series 27 license) registered with FINRA, and a Registered Director with the Cayman Islands Monetary Authority. He graduated magna cum laude from Georgetown University.