JEREMY BURNSTEIN, CVA
Senior Vice President
Jeremy is a Senior Vice President in our Irvine Office. He has over 10 years of valuation experience involving business enterprises, capital stock, and intangible assets for various purposes including allocations of purchase price, corporate acquisitions and divestitures, fairness and solvency opinions, fresh start accounting, goodwill impairment, litigation, and financial and tax reporting.
Jeremy has served clients in various industries including agriculture, coal mining, computer equipment and software, construction and engineering, consumer products, contract research services, energy, food processing, heavy equipment rental, higher education, Internet-based businesses, medical supplies distribution, metal processing and recycling, pharmaceuticals, real estate development and REITs, semiconductor, specialty retail, and telecommunications equipment and services.
Jeremy rejoined Globalview Advisors in 2009. He was previously employed with Globalview Advisors as a Valuation Consultant from 2002 to 2006. Prior to 2002, Jeremy held similar positions with the valuation firms American Appraisal Associates, Inc. and FMV Opinions, Inc. He was also a Credit Officer with Bayview FMAC and Citicorp North America, Inc., where he underwrote senior secured term loans for acquisitions, expansion, debt restructuring, and recapitalizations.
Jeremy received his MS in Finance from Seattle University and his BA in Business Administration from California State University, Fullerton. He is a Certified Valuation Analyst (CVA) as well as a Certified Corporate Financial Planning and Analysis Professional (FP&A). Jeremy also holds a certificate in Strategic Decision and Risk Management from Stanford University.
BRIAN LEE, ASA, CFA
Senior Vice President
Brian is a Senior Vice President in our Irvine office. He has over 10 years of valuation experience involving business enterprises, intangible assets, stock options, warrants, notes, and preferred securities for financial reporting, tax, transactions, and litigation purposes. Brian’s experience also includes providing fairness and solvency opinions in connection with various transactions and performing strategic planning analysis, lost earnings calculations, economic damage analysis, statistical analysis, and valuation of interests in corporations and general and limited partnerships.
Brian specializes in the valuation of loan portfolios, core deposit customer relationship intangible assets, time deposits, FHLB advances, trust preferred securities, subordinated debentures, indemnification assets, and other financial assets and liabilities of financial institutions. He has relevant experience in the following industries: apparel, banking, construction, E-commerce, engineering, healthcare, insurance, life science, limited and full service restaurants, logistics, manufacturing, retail, technology, and wholesale distribution. Prior to joining Globalview Advisors, Brian was a Senior Manager at Crowe Horwath, LLP, where he performed valuation analyses for both publicly traded and privately held companies. Previously, Brian was also employed with Duff & Phelps, LLC.
Brian received his BS in Finance from the California State University of Northridge. He is an accredited senior Member of the American Society of Appraisers (ASA) in the business valuation discipline and a Chartered Financial Analyst (CFA).