Brooks is client lead at F2 Strategy. He started his career at the J.P. Morgan Private Bank, serving UHNW families, endowments, and foundations. From there, he joined Addepar, initially as an implementation specialist before moving to the client success team. While at Addepar, Brooks worked with large RIAs and global private banks, and focused on integrating their systems to streamline operations, scale their aggregated reporting offerings, and deliver a top tier end-client experience. His time in the advisor seat at J.P. Morgan gave him great insight into how wealth managers use technology in their daily routines to enable growth and deepen engagement with their clients. He couples that with his extensive experience rolling out new advisor tools and embedding systems within a broader tech stack to serve clients. Brooks is from Philadelphia, and now lives in Park City, UT with his wife. He enjoys skiing, hiking, and mountain biking.

What would you tell someone just starting out in the industry right now?

Be a sponge. Soak in all the knowledge and information you can from your colleagues, their experiences, client stories, and platforms across the industry. Being informed is the first step to being a valuable problem solver.

What does the phrase, “Do Good with Tech” mean to you?

Do Good with Tech, to me, means to maximize the impact of technology for the betterment of humanity.

Predict the future—what do you think WealthTech will allow advisors to do in five years that they can’t do now?

In five years, WealthTech will be represented as a singular platform, powered by AI, to unify all of a client’s disparate data in order to provide bespoke solutions that today might be reserved only for the highest net worth individuals and institutions.