We are a team of executive level finance, technology, operations and business development professionals that work together to provide advice and support to you and your team.  We have been C-level executives at the type of company you are running, raised capital for firms like yours, and know well the challenges of deciding when to expand to new markets or how to build the team.  We have managed startups and turnarounds, building the process, policies and systems that are the foundation for scaling operations–up or down.

It is this experience, and the observation that many CEO’s and teams are forced to wait too long to add technology, operations and financial management bandwidth, that got us in the business of offering “part-of-a” CFO, CIO or COO expertise. Our role is to make senior level “lessons learned” and deep knowledge of going to market, execution of an operating plan and senior financial management affordable and sustainable in the between stages.

We are CPA’s, MBA’s, pretty good cooks, better coaches, clever–on occasion witty and charming–and downright entertaining when given the opening.

We are not project consultants.  Our focus is to provide day-to-day technology, operational, financial management and European market expansion support for developing and moving your plan forward.  There are some fine firms out there that we would be pleased to recommend for point solutions and specific scope projects.

Adrian Loring Advisors is founder owned and managed.  All staff contribute directly to the reputation and participate directly in the firm’s success–everyone in the firm is a stakeholder.

Welles C. Hatch

Welles C. Hatch, Senior Managing Director – Technology and Finance whatch@adrianloring.com Welles has leveraged the CIO and CFO position at emerging technology and service companies to execute successful strategies in high growth situations.  He has a proven ability to build organizations and scale operations to serve a broad range of enterprise needs, including technology strategy, capital…

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Catherine Bruton Vrountas

Catherine Bruton Vrountas Managing Director – Financing Strategies & Analysis cbvrountas@adrianloring.com Cathy works with emerging and developing businesses and not-for-profit organizations.  She began her finance career 25 years ago in commercial lending, supporting middle market businesses in both New York and later in Boston.  She has since then built a vibrant practice working closely with early stage entrepreneurs and management…

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Jean Paul (“JP”) Fandel

Jean Paul Fandel, Managing Director – Market Development/Europe jpfandel@adrianloring.com Jean Paul (“JP”) is an experienced senior manager and international business executive, having built and led companies in the financial services, technology, and management consulting sectors over the last 20+ years. He has having served on the board of directors for AXA Art and National Suisse España, and…

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Alan C. Levine

Alan Levine, Managing Director – Technology alevine@adrianloring.com Alan C. Levine builds on over 25 years as a creative executive technology leader focused on achieving business and mission outcomes through accessible, data-driven, mobile and social IT environments centered on human interests and values.   Alan is a collaborator, engaging stakeholders to develop IT strategies and implementations that are…

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Chip Herzog

Chip Herzog, Managing Director – Finance cherzog@adrianloring.com Chip brings 30 years of progressive financial management and leadership experience to the companies he works with.  His approach is built upon the skills he learned as an energy economist and consultant at Data Resources, Inc., where data analysis and model building created the foundation for developing client-focused…

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Vivian Raukas CFA

Vivian Raukas CFA, Managing Director – Valuation & Enterprise Analytics vraukus@adrianloring.com Vivian is a senior valuation professional with 15 years of experience in the financial advisory industry.  She has led cross-functional engagement teams for purposes of providing business, asset and securities valuations, deal modeling, accretion/dilution analyses, purchase price allocation and litigation services.  Past projects have included M&A, strategic…

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