CCFO - Key Persons


Ben Novak - CFO

Job Titles:
  • Chief Financial Officer

Bethel Assefa

Job Titles:
  • Accountant

Carly Kempf

Job Titles:
  • Certified Public Accountant
  • Director, Accounting and Client Services ( Oil & Gas )

Chris McPartlan - VP

Job Titles:
  • Vice President
  • Vice President of Investments

Corey McKiernan - Chief Investment Officer

Job Titles:
  • Chief Investment Officer

Emily Weber

Job Titles:
  • Director, Accounting and Client Services

Julie Spicer

Job Titles:
  • Accountant

Kate Walker

Job Titles:
  • Executive Assistant
  • Office Manager

Kevin W. Burke - CEO

Job Titles:
  • Managing Partner

Michaele Berger

Job Titles:
  • Accountant
  • Company Accountant

Susan Hollon

Job Titles:
  • Director, Accounting and Client Services

Timothy J. Ulfig - CEO, Founder

Job Titles:
  • Founder
  • Managing Partner
Mr. Ulfig is the Founder and a Managing Partner of CCFO. He has over 28 years of experience in the private wealth industry and actively demonstrates expertise and focus on the macro-management of accomplished families and their personal and investment requirements. Mr. Ulfig is a senior member of the firm's Investment Committee and is adept in family education and growth.