Brian Kostka, CFA, FP&A

Managing Partner

Brian Kostka brings a combination of deep corporate finance experience and successful investment results to Intelaform. He began his investment career at the international Swiss investment bank, UBS Group AG. He left to become Senior Equity Analyst at BNY Mellon and, later, as a partner at a multi-billion asset management firm.

Before his investment career, Brian was the CFO of Operations at Gartmore Global Investments and a consultant for PriceWaterhouseCoopers LLP, where he focused on alternative financing, forensic investigation, corporate finance, and valuation analysis. Most recently, he founded TC2 Advisors LLC, which specializes in fractional CFO and COO roles, management consulting, strategic planning, and capital raising.

Brian is a member of the CFO Leadership Council, Association for Finance Professionals, CFA Institute, New York CFA Institute, Philadelphia CFA Institute, and multiple chapters of the Chamber of Commerce.  He is an active member of multiple advisory boards and holds the CFA charter holder and Certified Corporate FPAC Professional designations.  Brian graduated from Boston College with degrees in finance and economics.