David Brooks, CFA

David Brooks is responsible for institutional sales, consultant relations, and relationship management in the Eastern United States.

Prior to joining the firm, Mr. Brooks was responsible for nationwide institutional business development and consultant relations for Harding Loevner LP.  Additionally, he held similar roles at Wells Fargo Asset Management and WEDG Capital Management.  Mr. Brooks received his BS in Finance from Wake Forest University and is a CFA^® charterholder. He also holds FINRA Series 7 and 63 registrations.