Jamie Brown ACA, CPA, CAIA

Enthusiast
DISC Type : i

Chief Financial Officer at True Wind

United States

Overview

Jamie Brown is the Chief Financial Officer at True Wind Capital, an investment firm with $3B AUM focused on software and tech-enabled services. A qualified ACA, CPA, and CAIA, he has deep expertise in managing finance and compliance functions for SEC-registered advisors. He earned his BA (Hons) from Newcastle University.

His background includes building out the entire back-office and compliance infrastructure from the ground up as the first Los Angeles employee for Nexus Capital Management, a $5B AUM investment advisor.

Unique fact: He was the first employee in the Los Angeles office for Nexus Capital, joining the founding partners to build its operations.

Personality Overview

Optimistic

Amiable & Agreeable

Story Driven

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Financial Operations
He has a demonstrated history of building and leading all back-office, finance, and compliance functions for multi-billion dollar investment advisors.
Investment Compliance
Has held dual CFO and Chief Compliance Officer roles, managing all aspects of SEC registration and regulatory requirements for investment firms.
Tech-Enabled Services
His current firm, True Wind Capital, specifically focuses on investing in lower middle-market software and technology-enabled service companies.

Media Appearances

Jamie Brown | CFO, True Wind Capital - Mergr. Featured in Mergr

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Jamie Robert Brown, True Wind Capital Management LLC. Featured in Bloomberg

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Work History

6-2025 - 11-2025
Chief Financial Officer at True Wind
6-2025 - 11-2025
Chief Financial Officer at True Wind Capital LLC
4-2017 - 6-2025
Chief Financial Officer at Nexus Capital Management
2-2017 - 4-2017
Accounting Officer at LongTail Alpha, LLC
1-2017 - 5-2017
Financial & Accounting Officer at LongTail Alpha, LLC

Education

1995 - 1998
BA (Hons) from Newcastle University
10-2022 - 6-2023
Undergraduate Certificate from University of Cambridge

More Information

Social Presence :

Prographics :

Exp : 27 Location : United States Job Level : N/A Designation : Chief Financial Officer at True Wind
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Insights For Selling To Jamie

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jamie is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jamie

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jamie move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Jamie take some risk or not?

  • They can take some low-probability risks if needed.

You And Jamie

Personality Compatibility


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