Brooks is a financial analyst who supports Porter, White & Company’s investment management clients with a focus on investment research.
Brooks’ background includes professional experience in areas of commercial banking and investment performance measurement. He began his professional career at SunTrust Bank. During his time at SunTrust, Brooks served in various capacities, including as a commercial banker associate where he built the technical and analytical foundation for credit analysis and loan structuring. From there he transitioned to a role as a relationship manager where he generated and managed a profitable portfolio of commercial clients, providing credit, trust, investment and cash management expertise.
Most recently, Brooks served ACA Performance Services as a principal consultant where he was a senior level performance measurement and compliance consultant working in the areas of performance analysis, operational improvement and compliance. While at ACA, Brooks earned the Certificate in Investment Performance Measurement™ (CIPM®) designation which recognizes his qualifications as a highly knowledgeable investment performance professional with a commitment to his clients’ best interests.
Key Practice Areas
- BBA, University of Mississippi, Double Major in Managerial Finance and Banking & Finance, cum laude
- Level II Candidate in the Chartered Financial Analyst (CFA) Program
- CFA Society Member
- Certificate in Investment Performance Measurement (CIPM)
- Accredited Investment Fiduciary® (AIF®)
- The Center for Executive Leadership
- Church of the Highlands, Member
- CARE: Credit Abuse Resistance Education