Leadership Team
Thomas Daly
Tom is the Founder & Managing Partner at FFO, focused on guiding firm vision, operations, and client satisfaction.
Professional Background
Tom's professional experience includes roles in investment banking at Evercore's NY M&A group, private equity at Great Point Partners in Greenwich, CT, and as Managing Partner at the Kuttin Family Office on Long Island, NY. Throughout these roles, he was directly involved in 11 M&A transactions in aggregate of $100M enterprise value. He is an experienced operator and builder, with FFO being the 5th company Tom has both founded and operated.
B.B.A. from The University of Notre Dame Mendoza College of Business
Prior Experience
- Evercore M&A
- Great Point Partners PE
- Kuttin Family Office, Managing Partner
Board Positions
- Arrayscape Gaming, Board Member
- Le Magasin, Advisory Board Member
- Chaminade High School, Alumni Board Member
Tom Moysak
Tom Moysak is Partner and Chief Revenue Officer at Fractional Financial Officers, where he leads firm growth, sales, and client relationships across the advisory practice.
Professional Background
Tom is a founder and operator with more than 30 years of experience in wealth management and enterprise software. As President of Northeast Securities, he grew the firm from startup to $40 million in gross revenue. As founding investor and later Chairman and Chief Executive Officer of Xtiva Financial Systems, he quadrupled recurring revenue and led its sale to a strategic buyer in 2023. Most recently, he advised founders and investors at TRJ Consulting Services on capital raises, mergers and acquisitions, and performance improvement.
Bachelor of Business Administration from Hofstra University
Prior Experience
- TRJ Consulting Services, Head of Operations & Sales
- Xtiva Financial Systems, Chairman & CEO
- Northeast Securities, President
Team
Gabriel Bauer
Gabriel is a Partner at FFO, bringing experience as an entrepreneur, operator, and investor to help founder-led businesses strengthen financial performance and scale responsibly.
Professional Background
Gabriel brings experience across entrepreneurship, investing, operations, and M&A. As Founder and Managing Partner of Misericordia Holdings, he has invested in, operated, and scaled businesses across services, healthcare-adjacent, and consumer sectors. Previously, he served as a capital allocator at Kuttin Family Office, gaining experience in M&A sourcing, financial modeling, quality of earnings, and post-close integration. His operating experience includes driving growth, building leadership teams, implementing financial discipline, and evaluating and executing add-on acquisitions.
B.A. in Economics from the University of Michigan
Prior Experience
- Misericordia Holdings, Founder & Managing Partner
- Kuttin Family Office, Capital Allocator
Steven Landzberg
Steve is a Principal at FFO, advising founder-led and growth companies on capital strategy, M&A, restructuring, and CFO leadership drawn from 25+ years in investing and advisory work.
Professional Background
Founder and Managing Partner of RockShelter Capital since 2007, Steve has served as contract CFO, restructuring advisor, and principal investor across industries, including CFO of Global Energy Efficiency and ReserveBar.com and Chief Investment Officer of the family office Downtown Capital. Earlier, he was Managing Director and Portfolio Manager of Advent Capital Management's $3 billion Credit Opportunities fund, founded and led Barclays Capital's $1.5B+ U.S. special situations business, and began his career at JPMorgan and Lazard Frères.
M.B.A., Columbia Business School — Dean's Honors, Beta Gamma Sigma
B.A. in Economics, University of Pennsylvania — summa cum laude, Phi Beta Kappa
Prior Experience
- RockShelter Capital, Founder & Managing Partner
- Barclays Capital, Director & Portfolio Manager; Founder of U.S. Special Situations
- Advent Capital Management, Managing Director & Portfolio Manager
- J.P. Morgan, Vice President, Special Loan Group
- Lazard Frères, Investment Banking, Real Estate M&A
Board Positions
- Congregation Shir Shalom, Board Member & CIO of the Investment Oversight Committee
- Westmoreland Coal, Board Advisor
- Shale Support Services, Advisor to the Board
Affiliations
- Former FINRA Series 24, 7, and 63 registrations
- Former licensed New York real estate salesperson
Patrick Andrews
Patrick is a seasoned Finance, Sales, and Operations Executive with over 30 years of experience in manufacturing, service, banking, and construction companies.
Professional Background
Patrick began his career at KPMG, then held finance leadership roles in manufacturing and services. He served as Internal CFO for M&T Bank's Retail and Small Business Lending divisions and as CFO of its broker-dealer. At 4th Wave Business Solutions, he secured financing, implemented a work-order system, built finance, HR, and IT processes, managed subcontractors, prepared sell-side diligence, and helped negotiate the 2022 sale. Post-acquisition, he established parent-company reporting and audit processes, ran cable construction operations, and supported client relationships.
B.S. in Accounting from LeMoyne College
Prior Experience
- KPMG
- ClientLogic Corporation
- M&T Bank
- Integrity Office Supply / ADPRO Sports
- 4th Wave Business Solutions
Board Positions
- Brian Moorman's PUNT Foundation, Founding Board Member
- Mental Health Association of Erie County, Board Member
- Orchard Park Library, Board Member
David Montegari, CFA
David is a Principal at FFO, advising growth-oriented companies on financial strategy, transaction readiness, and M&A drawn from over 20 years in corporate finance.
Professional Background
Prior to FFO, David spent over a decade at Party City Holdco Inc., rising to Vice President of Finance and playing a central role in executing more than $2.5 billion in strategic transactions, including the company's IPO, debt offerings, acquisitions, and divestitures. He later joined Walsh Private Capital in 2024 to lead business development and due diligence, focusing on founder-led lower middle market investments. David began his career as a derivatives market maker in oil and natural gas markets before moving into corporate finance.
B.A. from Johns Hopkins University; MBA from New York University; CFA Charterholder
Prior Experience
- Walsh Private Capital
- Party City Holdings, VP Finance
Board Positions
- Chaminade Alumni Board of Directors, former member
- Johns Hopkins University Alumni Reunion Committee
Jack Nuttall
Jack Nuttall is a Vice President on FFO's Transformation team, helping businesses clean up historical financials, organize their finance function, and build systems that scale.
Professional Background
Prior to joining FFO, Jack served on the CFO and Controllership Advisory team at Exbo Group, supporting growth-stage and lower-middle-market companies through financial close, historical cleanup, budgeting and forecasting, board reporting, and accounting system implementations. Earlier, he was a member of the Client Advisory Services team at DSJ Advisory Group, serving as Controller and outsourced CFO for a portfolio of clients, where he rebuilt reporting processes and managed operational accounting across a range of industries.
B.B.A. in Accounting from Hofstra University
Prior Experience
- Exbo Group, CFO & Controllership Advisory
- DSJ Advisory Group, Accounting & Advisory (Controller / Outsourced CFO)
Matthew Vowinkel
Matt Vowinkel is Vice President of Bookkeeping & Controller Advisory at Fractional Financial Officers, where he builds clean, scalable accounting infrastructure for growing businesses.
Professional Background
Matt began his career in construction, serving as a project manager and running back-office finance for a local builder, experience that grounded his understanding of how operations and accounting connect. He now leads cleanup and controller engagements across 35+ clients on QuickBooks Online, Striven, Xero, Ramp, and Bill.com, reconstructing historical financials, rebuilding chart of accounts structures, and standardizing AP, AR, and month-end close so leadership teams can trust their numbers. He manages a blended onshore and offshore team.
MBA from Hofstra University
Prior Experience
- Project Manager and Back-Office Finance, Construction
Kristin Trivison
Kristin is a Bookkeeper at FFO with eight years of hands-on bookkeeping experience, specializing in accurate financial operations, client support, and QuickBooks Online.
Professional Background
Kristin has over eight years of experience in full-cycle bookkeeping, developed through hands-on work and direct mentorship with the owner of a bookkeeping firm. This experience has given her a strong practical foundation in financial reporting, account reconciliations, payroll processing, accounts payable and receivable, and day-to-day financial operations for small businesses. She is known for being detail-oriented, responsive, and accessible to clients, with a strong commitment to answering questions promptly and providing dependable support.
B.S. in Biology, University of California, Irvine
Doctorate in Naturopathic Medicine (ND), Bastyr University
Prior Experience
- Keepbooking, Bookkeeper
Claire Palma
Claire is an Operations Coordinator at FFO, supporting internal operations while managing the firm's social media, digital communications, and content initiatives across its online presence.
Professional Background
Claire brings experience in operations, M&A support, executive assistance, and training, with a background supporting business owners, executives, and cross-functional teams. At FFO, she coordinates operational initiatives while managing social media and digital content, working closely with leadership to strengthen the firm's online presence and brand positioning. Her experience in executive and transaction support enables her to translate complex business and financial topics into clear, engaging communications aligned with the firm's strategic priorities and growth objectives.
Prior Experience
- M&A Support
- Executive Assistant to the CEO
- Training Specialist
Pinal Khandvi
Pinal is a Bookkeeping and Accounting Professional at FFO, supporting businesses with accurate financial management and accounting operations.
Professional Background
Pinal brings over six years of experience managing full-cycle bookkeeping and financial operations for small and mid-sized businesses. Her expertise includes general ledger management, cash flow tracking, financial statement preparation, account reconciliations, and maintaining accurate financial records. She is proficient in QuickBooks Online and other cloud-based accounting platforms. With a detail-oriented and analytical approach, Pinal focuses on improving accounting processes while providing timely updates, responsive support, and clear communication to build strong client relationships.
M.Com. from Gujarat University
Presha Joshi
Presha is an Analyst at FFO, a dedicated bookkeeping professional supporting businesses with accurate financial management and reliable day-to-day accounting operations.
Professional Background
Presha brings over three years of experience in bookkeeping and accounting operations, supporting businesses with accurate and timely financial management. Her experience includes maintaining financial records, managing accounts receivable and accounts payable, performing bank and account reconciliations, managing financial data, supporting payroll processes, and assisting with month-end close activities. She is detail-oriented and committed to delivering reliable bookkeeping support, clear communication, and responsive service while helping businesses maintain organized and efficient accounting operations.
M.Com. from Gujarat University
Strategic Advisors
Nicole Sands
Nicole is a Strategic Advisor at FFO, focused on bookkeeping and financial advisory for ABA therapy practices and the software that supports them.
Professional Background
Nicole has spent 30 years in small business back office operations, covering cash flow, A/P, A/R, payroll, bookkeeping, and audit support. She spent 13 years at Harveys, a Southern California manufacturer, as its first office hire, handling inventory, vendor relations, and financial oversight. In 2015, she founded Keepbooking Inc., which merged with FFO in 2026. She now leads The ABA Bookkeeper, serving applied behavior analysis practices exclusively, and is building GetQlarity, software that syncs CentralReach data into QuickBooks.
QuickBooks Online Certified ProAdvisor
Prior Experience
- The ABA Bookkeeper, Founder
- Qlarity LLC, Founder & CEO
- Keepbooking Inc., Founder & Owner
- Harveys, Operations & Office Management
Board Positions
- Zephyr Mountain Farm Sanctuary, Co-Founder & Board Member