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Bill Brooks

Advisor

    As an Advisor, Bill works with Managing Director Mark Peters, Director Jeff Scheer and Senior Advisor Jennifer Ireland to provide both ultra-high net worth families and foundations with a range of services, including asset allocation, investment performance reporting and various other day-to-day operations.

    Bill joined the firm in April 2018 after three years with State Street Global Markets, where he gained a broad expertise in equity trade operations and financial reporting.

    In 2015, Bill earned a Bachelor of Science degree in Business Administration with a concentration in finance and economics from the University of Vermont. He recently completed the Financial Planning Program at Bryant University after taking courses in investment, estate, insurance, retirement and tax planning. He is currently preparing to sit for the Certified Financial Planning exam.

    Group

    Client Service Team

    Investment Advisory

    Office

    Massachusetts

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    As an Advisor, Bill works with Managing Director Mark Peters, Director Jeff Scheer and Senior Advisor Jennifer Ireland to provide both ultra-high net worth families and foundations with a range of services, including asset allocation, investment performance reporting and various other day-to-day operations.

    Bill joined the firm in April 2018 after three years with State Street Global Markets, where he gained a broad expertise in equity trade operations and financial reporting.

    In 2015, Bill earned a Bachelor of Science degree in Business Administration with a concentration in finance and economics from the University of Vermont. He recently completed the Financial Planning Program at Bryant University after taking courses in investment, estate, insurance, retirement and tax planning. He is currently preparing to sit for the Certified Financial Planning exam.