About Brookwood
We help entrepreneurial financial advisors shape the future of wealth management.
The Brookwood Story
Brookwood is an RIA that was built with a single vision: to create a supportive and collaborative ecosystem where entrepreneurial financial advisors can thrive. From day one, we've respected each advisor’s journey and the drive advisors need to grow a practice and build a legacy.
We know that going independent takes trust. We earn our community's trust by providing an up-to-date platform that's focused on financial advisor success, and that's flexible enough to help each advisor define success in his or her own way. Our approach blends top-tier technology, dedicated support, compliance solutions, and meaningful human connections.
In today’s fast-changing financial world, the old way of doing things makes it hard to keep up. That’s why we’re redefining what it means to be a financial advisor. We focus on relationships over transactions. When you make Brookwood your RIA partner, you gain access to the tools, resources, and community you need to focus on relationships and, thus, on the growth of your advisory business.
Join Brookwood and experience a better way. In our community, you won't just survive—you'll thrive. We'll make your success our business.
Cultivating Advisor Collaboration and Growth
A financial advisor-centric culture is a key factor in driving Brookwood's success. We believe in fostering a collaborative RIA environment where entrepreneurial advisors can thrive every day, and strive for real long-term success.
We work hard to understand each financial advisor's unique capabilities, and we provide the resources and freedom they need to innovate. Our culture of coopetition emphasizes shared knowledge and open communication. Brookwood advisors learn from each other and leverage collective experience.
We celebrate personal achievements and support each advisor's journey. By cultivating collaboration and growth, we empower our community of entrepreneurial financial advisors to shape the future of wealth management together.
Harnessing Technology for Financial Advisor Excellence
At Brookwood, we empower entrepreneurial financial advisors through proactive innovation. Because we believe that technology drives sustainable business growth, we continually integrate the latest advancements in advisory software and tools. Our commitment to curating the best advisor technology ensures that Brookwood's financial advisors lead in wealth management. They're steps ahead of the pack in business innovation and efficiency.
Our state-of-the-art artificial intelligence helps financial advisors anticipate market trends, adapt quickly, and seize new opportunities. Our comprehensive software stack streamlines workflows, optimizes investment strategies, and enhances client engagement.
By harnessing advanced technologies, Brookwood enables financial advisors to deliver superior client value and thus strive for serious, lasting success.
A Simple Plan to Grow Your Financial Advisory
Ready to start making something big happen? Ready to embrace tomorrow, and to start building a bigger, better financial advisory today? Brookwood is dedicated to helping you be successful, even in the midst of rapid change. Work with us to shift your business into high gear. You can do it in three simple steps.
Join Brookwood
The first step is easy. Start a conversation. Tell us about your needs and goals. We'll set you up with everything you need, and we'll work with you to develop a plan designed for success on your terms.
Use Brookwood
We’ll provide everything you need to step out from the crowd, build better relationships, and grow. Access advanced resources, personalized support, and a close community of entrepreneurial financial advisors.
Grow Your Business
Realize your advisory's full potential. Build great client relationships. Earn more of them. Succeed on your terms. We'll work hard to ensure your success is sustainable and rugged enough for the long haul.
Leadership Team
Meet the team behind our RIA's strategic direction and operational reliability.
Robert brings 25 years of experience to his role as CEO of Brookwood Investment Group. He began his career as an individual practitioner, merged his practice with a Greenwich, CT based firm where he transitioned to managing partner, helping it to grow in excess of two billion dollars in AUM, before leaving to co-found BIG. He has served as Board President of a 501(c)3 non-profit, handled large-scale shareholder derivative litigation and corporate intellectual property matters, and assisted a major medical cannabis company in its capital raise and public listing on the Canadian Stock Exchange. He also spent formative time clerking the Honorable Judge Isaac Borenstein at the Massachusetts Superior Court in Boston. Currently, he splits time between Phoenix, AZ and Coronado, CA where he enjoys being with his family and friends, eating good food, the Arts, and fitness related activities. Robert holds a JD from Boston College Law School and a BA in Political Science and English Literature from Fairfield University.
Kimberley, with over 20 years of executive leadership in the investment advisory, insurance, and private fund sectors, has a proven ability to build and grow successful investment advisory firms. Her focus spans operations, risk management, and regulatory compliance. As an experienced litigation and securities attorney, she provides valuable insights on regulatory matters. A thought leader known for her strategic thinking and innovative approaches, Kimberley champions motivational talent management, collaboration, and co-opetition. She earned her JD from Pace University School of Law, receiving the Richard J Daronco Scholarship for Excellence in Litigation, and her BA from Fairfield University. Kimberley lives in Phoenix, Arizona, with her husband and business partner, and their four children.
Chris Coolidge, a CFA® charterholder with 25 years of investment experience, is a seasoned portfolio and relationship manager at Brookwood Investment Group. Holding a B.S. in Finance from Drexel University, he has consistently delivered top-tier investment services to sophisticated clients. Chris’s expertise was honed at globally recognized firms like BlackRock and Brandywine Global Investment Management, where he managed domestic and international fixed income strategies with assets peaking at $17 billion. An 8-time PSN Top Gun Award winner, he is renowned for his strategic insights and has significantly influenced the financial industry. Chris is an active member of the CFA Institute, the CFA Society of Philadelphia, and the Bond Club of Philadelphia, continually shaping the landscape of investment management.
Rich Mowrer brings a wealth of experience with over 22 years in portfolio management, trading, and wealth management to Brookwood, where he oversees daily trading and investment activities. Previously, he shaped fixed income strategies at BlackRock, managing assets up to $10 billion, and later provided strategic client guidance at Fidelity. Rich holds a B.S. and an MBA in Finance from Drexel University, along with FINRA Series 7, 63, and 65 licenses. Residing in West Chester, PA, with his family, Rich is deeply involved in his community, coaching youth sports, serving as the President of West Side Little League, and leading a non-profit foundation dedicated to cancer research and scholarship funding.
Our Dedicated Staff
Committed professionals who support our financial advisors and empower them to excel.
Joanne Brown brings over 22 years of experience in the financial services industry, with the last three years at Brookwood. She has an impressive track record, including top national sales awards and team leadership in the late 1990s. Joanne is skilled in client services, mentoring, and managing back-office operations, including her role at Redwood Private Wealth. In addition to her financial expertise, Joanne leads "Sisters Helping Sisters," a group supporting elderly widows through monthly meetings that focus on financial, physical, mental, emotional, and spiritual well-being. A lifelong learner, she is passionate about mentoring and supporting others. Outside of work, Joanne enjoys flower gardening, home decorating, spending time with family, and going on motorcycle rides with her husband.
Michelle Campbell brings over a decade of experience in customer service and management, having worked in various industries, including her most recent role as an Administrative Assistant and Marketing Coordinator at Berkshire Hathaway Real Estate. Her diverse background has equipped her with strong skills in teamwork, collaboration, and achieving organizational goals. In her personal life, Michelle enjoys reading, spending quality time with family, and cooking healthy meals. She is a strong advocate for maintaining a healthy work-life balance, believing it is essential for personal growth and overall well-being.
Margaret "Peg" Connolly has over 20 years of experience managing tax-related back-office operations, handling over 2,500 trust accounts and 500 clients. Her career includes roles at Ropes & Gray, LLP and Loring, Wolcott & Coolidge Trust, LLC in Boston, MA. Educated at the New England College of Banking and Boston University Metropolitan College, Peg developed a critical internal database, trained 14 tax accountants, and resolved departmental issues. Beyond work, she enjoys karaoke, crafting, and time with her Corgis, Trixie and Nellie.
Deb Corey is a certified executive life coach with over 15 years of experience, blending her background in executive corporate banking with her passion for empowering financial advisors. Her approach focuses on helping advisors clearly define their goals and create customized strategies to achieve accelerated growth, increased revenue, and stronger client relationships. Known for her holistic philosophy, Deb’s coaching extends beyond business, positively impacting personal health, relationships, and leadership skills. Through her structured and disciplined method, she guides clients to cut through distractions, lead authentically, and achieve purposeful success in both their professional and personal lives. Deb has become a sought-after speaker and trusted coach, transforming the careers and lives of financial professionals.
Jacy Czajkowski, a seasoned financial professional with a decade of experience, recently joined Brookwood Investment Group's Billing and Payroll team. Her career began at BlackRock, managing Cash Management Mutual Funds and Collective Trust Funds. She then served as a Treasury Controller at J.P. Morgan Chase, handling regulatory reporting before pausing her career to focus on family. Jacy returned to the financial sector with Prudential Advisors after eight years as a stay-at-home mom. She holds a Bachelor of Science in Mathematics from Drexel University, graduating magna cum laude. Jacy resides in Bel Air, Maryland, with her three children and enjoys outdoor activities like hiking and kayaking in Pennsylvania’s state parks. She also contributes to her community as a Treasurer for the Bel Air MOMS Club.
Donna Dahlgren brings 35 years of experience to her role, with a background spanning Paine Webber, Merrill Lynch, and Wells Fargo Advisors. Educated at Cal Poly San Luis Obispo and Pomona in Animal and Behavioral Sciences, she has honed her expertise as an Operations Supervisor and Client Associate. Donna, a Series 7 licensed professional, shines in strengthening client relationships. Outside of work, she cherishes time with her family and grandchildren, enjoys nature, and has a passion for horses, movies, and visiting places like Yosemite and Yellowstone.
Suzanne Furrow, with 16 years of experience in the financial sector, played a pivotal role in elevating her previous firm to over $2 billion in assets under management. Her expertise in client service, coupled with critical thinking skills and effective follow through, ensures exceptional outcomes for all her engagements. Suzanne’s practical knowledge, honed in the real-world 'School of Hard Knocks,' complements her professional acumen, making her a trusted advisor in complex financial landscapes.
Dylan Kobs brings over two years of financial experience to his role at Brookwood. He holds a B.S. in Finance and Economics from Grand Canyon University, where he graduated with honors and was a member of The National Society of Collegiate Scholars. Dylan is skilled in trade execution using platforms like Schwab and Orion, project management, and is proficient in Microsoft applications. His technical abilities are further enhanced by coding proficiencies in HTML, C++, and Pine Script, alongside a strong aptitude for data analysis. While his professional focus is finance, Dylan's personal interests include marine biology and ancient philosophy.
Liam Kobs joined Brookwood in February 2022, bringing over 2.5 years of experience. Previously, Liam worked as a marketing and office assistant at Solving Alpha in Phoenix, AZ, where he honed skills in email campaigns, spreadsheet management, and office logistics. He studied business at Washington State University before earning a degree in Marketing and Advertising from Grand Canyon University's Colangelo College of Business. Known for his personable nature and leadership, Liam excels in fast-paced environments, demonstrating proficiency in technology and manual tasks. Outside of work, he’s an avid sports fan, particularly of baseball and the Boston Red Sox, and values spending quality time with family and friends.
Carol Pipitone, originally from London, moved to the Southern California desert in 1994 and became a U.S. citizen in 2006. She began her career in the financial industry in 1996 and now thrives as a wealth advisor at Brookwood Investment Group. Carol is deeply committed to her community, serving as a Rotarian, an Ambassador for Shelterbox USA, and a board member for the Desert Winds Freedom Band. Her dedication to service has earned her the Rotarian “Service Above Self” award, along with Presidential volunteer service awards from Presidents Obama, Trump, and Biden. Carol shares her home with two elderly chihuahuas and a unique German shepherd with corgi legs!
Emma Raimondo graduated summa cum laude from ASU with a BA in English, Creative Writing. Her training in writing and editing helps make her discerning and detailed in her work. This blend of analytical and creative skills allows her to approach projects from a unique perspective. Outside of her professional life, she enjoys reading, pilates, and spending time with friends and family.
David Rosenthal, with 31 years of experience, is a seasoned professional in the realms of cybersecurity, solution and network architecture, and cloud infrastructure across platforms like AWS, Azure, Google Cloud, and Oracle Cloud. David earned his B.S. in Pre-med from Cornell University, beginning his career with Corning Incorporated, where he cultivated deep expertise in project and personnel management. His strategic oversight has significantly advanced his field, marking him as a key player in technology and security innovations. Outside of work, David’s passions include science, technology, and spending time with his family, reflecting his commitment to both professional and personal growth.
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Discover an RIA community that supports your growth and ambition.
FAQs
Answers to common questions about our culture and approach.
Brookwood is an RIA that was founded with a vision to create a collaborative ecosystem where entrepreneurial financial advisors can thrive. We focus on fostering relationships and providing a supportive community that helps advisors build successful practices and leave a lasting legacy.
Brookwood is an RIA that believes in the power of collaboration and shared success. We refer to ourselves as a "community" because we are more than just a company—we are a network of entrepreneurial financial advisors who support each other, share knowledge, and work together to achieve collective growth and success. This community-driven approach fosters a sense of belonging and empowers every member to thrive.
Brookwood focuses on serving entrepreneurial financial advisors because we believe that independent, growth-minded professionals are best positioned to benefit from our advanced tools, innovative strategies, and comprehensive support. By empowering entrepreneurial financial advisors with the resources they need to build robust, client-focused practices, we help them focus on sustainable growth and delivering value to their clients. Our community-driven approach to being an RIA fosters collaboration and innovation, enabling advisors to thrive in a competitive financial landscape.
Brookwood’s financial advisor community is built on collaboration, shared success, and innovation. Our advisors are encouraged to learn from one another, share insights, and support each other’s growth, creating a dynamic and supportive environment where everyone can thrive.
Joining Brookwood starts with a conversation. We’ll learn about your needs and goals, then provide a customized plan to help you integrate seamlessly into our community and start benefiting from our technology, support, and collaborative environment.
In our RIA, we cultivate a culture of coopetition, encouraging advisors to share knowledge, support each other, and leverage collective experience. This collaborative environment helps advisors innovate, grow their businesses, and strive for long-term success together.
Brookwood offers a flexible platform with up-to-date technology, expert support, and compliance solutions tailored to each advisor's unique needs. We help financial advisors grow their practices their way while providing the tools and community support they need.
An advisor-centric culture at Brookwood means prioritizing the needs and growth of our financial advisors. We provide the freedom, resources, and support necessary for advisors to innovate and perform, focusing on building relationships rather than just transactions.
Technology is central to our approach. We integrate the latest advancements in advisory software and artificial intelligence to streamline workflows, optimize investment strategies, and enhance client engagement, helping advisors stay ahead in a fast-changing financial world.
Our AI technology helps financial advisors anticipate market trends, adapt quickly to changes, and seize new opportunities. By harnessing these advanced tools, advisors can deliver superior value to their clients and drive sustainable business growth.
Brookwood is an RIA that believes in supporting financial advisors to achieve success on their own terms. Our philosophy focuses on building strong client relationships, fostering a culture of collaboration, and providing the resources needed to grow a sustainable advisory practice.
We believe that lasting success in wealth management comes from building meaningful relationships rather than focusing solely on transactions. This approach allows financial advisors to create deeper client connections and grow their practices more sustainably.
By continually integrating the latest technology and fostering a culture of collaboration, Brookwood ensures that financial advisors have the tools and support they need to stay ahead of market trends and industry changes, helping them maintain a competitive edge.
New financial advisors at Brookwood can expect a welcoming, supportive community that values their unique talents and goals. They will have access to advanced technology, comprehensive support, and a collaborative network of like-minded professionals dedicated to mutual success.