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Relationship Manager
Brooke is a relationship manager at CIBC Private Wealth in Chicago with 5 years of industry experience. In this role, she serves as a trusted advisor, delivering personalized investment and wealth management solutions to high-net-worth individuals, families and foundations that integrate their financial, estate, tax and philanthropic objectives. Prior to joining the firm, Brooke served as a financial analyst and later an associate at Grey Street Capital where she aided in client service, portfolio management, and firm operations for ultra high net worth individuals and families. Brooke earned a Bachelor of Science in business with a concentration in finance and later a Master of Science in Finance both from the Kelley School of Business at Indiana University.
