ABOUT
For fourteen years, Brooke worked within J.P. Morgan’s private wealth ecosystem, supporting a $1.1 billion-plus book of business serving more than 300 households across thirteen states. Her work centered on the operational and relationship-driven execution behind complex financial lives, helping clients all across the country navigate important financial decisions, major life transitions, and the many details that require thoughtful coordination and follow-through.
Brooke brings that institutional discipline to EQ’s independent, highly personalized model. She holds a Master’s degree in Art Business from Sotheby’s Institute of Art and has early-career experience with Sotheby’s and Phillips, informing her work with families at the intersection of financial capital and cultural legacy.
As Senior Director of Client Experience, Brooke helps ensure that every client interaction reflects EQ’s philosophy of equanimity: calm, clear, and thoughtful service tailored to the family in front of her. “One size only fits one size” is the standard she applies to every workflow, touchpoint, and conversation.
CREDENTIALS & PEDIGREE
- • EQ Private Wealth Advisors — Senior Director of Client Experience
- • J.P. Morgan Private Wealth — 14 years supporting a $1.1B+ book across 300+ households
- • Sotheby’s Institute of Art — MA, Art Business
- • Sotheby’s & Phillips — early-career experience in the luxury market
“One size only fits one size.”
