Executive Finance & Advisory

Financial Leadership.
Operational Excellence.
Strategic Partnership.

Bayview Advisors partners with financial organizations to provide executive finance, operational, governance, compliance and strategic expertise that strengthens performance and supports long-term success.

Who We Are

Trusted advisors.
Proven leaders.
Embedded partners.

Bayview Advisors was formed to support the unique needs of alternative asset managers, hedge funds, private equity firms, family offices, wealth management and financial institutions. The firm combines decades of executive experience with a collaborative, hands-on approach.

Learn More About Bayview
How We Help

Strategic expertise. Tailored to your goals.

Four core capability areas provide a clear path into Bayview’s current and expanding advisory services.

Executive Advisory

Fractional CFO · Fractional COO · Fractional CCO

Executive financial and operational leadership embedded into the organization.

Fund Advisory

Fund Launch · Fund Wind-Down · Operational Support

Support across launch, ongoing operations, transitions and the full fund lifecycle.

Governance & Compliance

Compliance · Board Services · Fund Governance

Experienced guidance that strengthens oversight, process and regulatory readiness.

Strategic Support

Family Office · Tax Strategy · Finance Operations

Bespoke financial and operational support aligned with each client’s complexity.

Who We Serve

Focused on the organizations we understand best.

Alternative Asset Managers

Family Offices

Financial Institutions

Wealth Management & FinTech

Financial Organizations in Transition

Our Approach

Proven process.
Lasting impact.

Bayview operates as an extension of the leadership team—not simply an outside consultant.

01

Understand

Learn the organization, priorities and challenges.

02

Assess

Evaluate processes, risks and opportunities.

03

Strategize

Design practical solutions aligned with goals.

04

Implement

Execute with structure, accountability and precision.

05

Partner

Remain engaged as a trusted advisor.

Leadership

Experienced leaders.
Committed partners.

Decades of executive finance, operations, fund accounting, compliance and trade operations experience.

Meet Our Leadership
CC
Chris ChungFounder & Managing Director
AB
Adam BarthDirector
SD
Susan DeCanioOperations Leadership
CC
Carl CaslerSenior Advisor

Ready to start
the conversation?

Discuss how Bayview Advisors can support your organization’s financial, operational and strategic priorities.

Schedule a Consultation →