Profil
Mr. Hunter Brooks, CFA, is an Investment Analyst at Brightworth LLC.
He joined the firm in June 2016 as an Investment Operations Specialist and has since transitioned to the Investment Analyst role.
His primary responsibilities include investment research and manager due diligence.
Mr. Brooks has a broad financial services background including time spent in private wealth management, third-party retirement plan administration, and trust services.
Prior to Brightworth, he supervised the mutual fund trading and cash management teams for an Atlanta-area trust company.
Mr. Brooks graduated from the University of South Alabama in Mobile, Alabama with his Bachelor of Business Administration in Finance and is a Chartered Financial Analyst (CFA) charter holder.
Ehemalige bekannte Positionen von Hunter Brooks
| Unternehmen | Position | Ende |
|---|---|---|
Brightworth LLC
 Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Analyst-Equity | 01.07.2021 |
Ausbildung von Hunter Brooks
| University of South Alabama | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Brightworth LLC
Brightworth LLC Investment ManagersFinance Brightworth LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1997 by Dave Polstra, Chris Dardaman, Alan Gotthardt, and Ray Padrón. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSE: CIX) in Canada. Brightworth provides investment management services and wealth counsel to high net-worth individuals, families, trusts, estates, charitable organizations, small business owners, pension plans and profit-sharing plans. | Finance |
