Meet the Advisors
Senior professionals who've built, led, and transformed finance functions across industries — now available to your business.
A seasoned finance executive with deep expertise in fractional CFO services, AI-driven accounting, and digital asset advisory. Skilled in accounting systems migrations. Providing growing businesses access to the financial leadership they deserve.
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Philip brings 30 years of financial leadership across technology, private equity, and professional services. A former Big 4 partner turned hands-on operator, he specializes in helping founder-led businesses build the financial infrastructure needed to scale, raise capital, and exit on their terms. Philip is known for translating complex financials into clear strategic decisions.
Doug has spent his career in the trenches of mid-market finance — leading turnarounds, guiding companies through rapid growth, and steering organizations through complex debt and equity transactions. With deep expertise in manufacturing and distribution, he brings a no-nonsense, results-driven approach that clients rely on when the stakes are high.
Kelly is the first point of contact for every new Bridgeport client — and she sets the tone for everything that follows. With a background in accounting operations and client success, she ensures every engagement starts with clarity, confidence, and a plan. Kelly's meticulous approach means nothing falls through the cracks from day one.
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Sophia Marlowe is the glue that holds Bridgeport Advisors together. While the firm's consultants focus on delivering exceptional client outcomes, Sophia manages the full operational infrastructure that makes it possible — coordinating across every engagement, keeping advisors aligned, and ensuring nothing falls through the cracks. Her meticulous instincts and quiet authority are the reason Bridgeport runs as smoothly as it does, making her one of the most indispensable people in the firm.
Ethan sits at the intersection of finance and emerging technology — helping organizations move from AI curiosity to AI capability. He specializes in evaluating, deploying, and embedding AI tools directly into accounting and finance workflows, with a disciplined focus on security, accuracy, and team adoption. Ethan has led implementations across startups and mid-market firms, always with an eye on practical outcomes over hype.
Robert has guided dozens of companies through the most disruptive upgrade they'll ever make — replacing their accounting backbone. A veteran of NetSuite, Sage, Acumatica and QuickBooks migrations, he brings a methodical, low-drama approach to projects that have a reputation for going sideways. Robert's clients value his ability to anticipate problems before they surface and keep migrations on time, on budget, and on target."
