Meet Our Team
Michael Breeze, Principal
As a Virtual Chief Financial Officer with over 20 years of progressive experience in management, business planning, financial analysis, financial services, capital planning, technology, and real estate, Mike has the unique experience to quickly understand and help businesses achieve profitable growth. When people work with Mike, they receive the benefit of his extensive experience and feel reassured by his constant availability and sincere support.
Prior to founding New Direction Capital, Mike was a successful entrepreneur. He developed and sold several businesses, created joint ventures, and orchestrated many product launches for clients. He has worked in the software, tax, medical, retail, telecom, pharmaceutical and real estate industries, in addition to the professional services businesses he currently supports. It is this breadth of knowledge that makes Mike distinctly qualified to oversee all aspects of a business’ financial and operational strategy.
Mike enjoys serving the community and making a difference. Mike is currently the President of the Temple University Alumni Association and a Temple University Trustee. He has been an active participant on Temple University’s Alumni Board of Directors since 2001, serving as President of the Fox School of Business Alumni Association from 2011-2013.
Mike lives in Media, PA with his wife Lauren, their daughter Chloe. He enjoys sailing, trapshooting, running, working out, and golfing.
He holds a Bachelor’s of Science in Economics and Operations Research from Temple University and a Masters of Business Administration in Finance from LaSalle University.
Matthew Beese, Managing CFO
Matt is responsible for managing our talented team and ensuring we deliver the highest quality service to our clients. He has over 17 years of accounting and financial experience spanning distribution, pharmaceuticals, and professional services.
He holds a Bachelor’s of Science in Accounting from the University of Utah and a Master of Accountancy and Information Systems from Arizona State University. Matt lives in Gloucester County, NJ with his wife Alison and their children Bridget, Henry, and Tristan. He enjoys hiking, camping, playing the drums, and running obstacle course races.
William Warrin, CFO
With over 20 years’ experience, Bill Warrin works for the owners of private companies managing all aspects of finance, HR and IT. Bill has in-depth knowledge of all internal financial functions including controllership, budgeting, strategic planning, month-end close, financial statement reporting, financial/business/operations analysis, systems development and audit. He has worked in the retail, e-commerce, direct response, catalog, franchising, services and manufacturing industries.
In his experience, Bill has led management buyouts, M&A, turnarounds and value management project teams, developing financial models to identify key financial value driver metrics to increase shareholder value. Some career highlights include financial oversight of a $1.2B division of a managed services business with over 30,000 employees, 750 contracts in 45 states for Fortune 100 companies and government agencies; the reorganization of a company’s administrative functions to support a 3-year 23% compounded growth; and drove a weight loss company’s 25% compounded growth rate by growing it into an 850 location, $500 million business in six years supported by franchise and corporate owned centers in the U.S., Canada, Australia, and Costa Rica.
He holds a Bachelor’s of Science in Business Administration from Bryant University and is also a Certified Internal Auditor.
Bill lives in Delaware County, PA with his wife Cathy, and daughters Caroline and Cristina. He enjoys playing golf.
Mary Beth McAvoy, CPA, Virtual CFO
Mary Beth has over 20 years of experience in handling all aspects of accounting and financial management for multi entity organizations. Her strengths include financial reporting, forecasting, budgeting, internal control analysis, system conversions, contract negotiations and management, 401k plan compliance and administration, and management consulting.
Mary Beth has a Bachelor of Arts from Hartwick College in Business Administration with a concentration in Accounting and she is an active Certified Public Accountant. She lives in Media Pennsylvania with her husband Kyle, and sons Ryan, Christopher and Liam. She enjoys skiing, reading, and baking.
Sherri Long, Staff Accountant
Sherri is the staff accountant and works closely with the CFO and controller on the day to day financials. She has a BS in mathematics from Cabrini College. Outside of the office, she enjoys spending time with her husband, four children, and two dogs.
Carla Wilson, Client Support
Carla has been working with New Direction Capital since 2006 as Executive Assistant to Mike Breeze. Prior to working with New Direction Capital, she spent 20 years helping manage the businesses of entrepreneurs in the Sales & Marketing, Security, Finance and Real Estate industries. She is a Certified Virtual Assistant™ and Past President of the International Virtual Assistants Association.
Carla enjoys yoga and cooking. She hosts a monthly storytelling event called Lancaster Story Slam and loves producing its podcast. She lives in beautiful Lancaster County, PA, with her husband, David.