Brooks joined Porter White & Company in 2016 and supports PW&Co’s investment management clients with a focus on Institutional and 401k clients. Alongside his support of the wealth management needs of individual clients, he works with trustees and investment committees in managing and making investment decisions for retirement plans, endowments, and other institutional funds.
Brooks has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, which signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. He has also 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.
Before joining PW&Co, Brooks’ background included professional experience in the areas of commercial banking and investment performance measurement. He was a senior level performance measurement and compliance consultant, working in the areas of performance analysis, operational improvement, and compliance. Prior to that, Brooks served in various capacities at SunTrust Bank, including as a commercial banking 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.