Brook is responsible for constructing and implementing client portfolios according to the client’s objectives. He works with the investment department to align client portfolios to asset allocation target.
Prior to joining Fiduciary, Brook was a Senior Registered Associate at Morgan Stanley, where he was responsible for building resilient client portfolios and trade on behalf of clients. Brook has also worked at BlackRock as a Specialist responsible for educating financial advisors about the firm’s funds such as ETFs, Mutual Funds, and Closed – End Funds.
Brook resides in Wakefield, Massachusetts with his wife and two young children. Outside of work, Brook enjoys reading financial journals, watching football and basketball, and playing soccer.