Mike Brooks

Gestionnaire de Portefeuille-Actions chez Cypress Capital LLC

Profil

Mr. Michael P.
Brooks, CFA, is a Principal at Cypress Capital LLC.
He oversees the firm’s financial planning and investment selection process and serves the primary investment advisor of the client.
Mr. Brook also works with the Cypress Capital investment team to develop and manage investment portfolios.
He has over 18 years in the financial industry and has combination of experience in business management, advisory services and financial planning, and professional asset management.
Mr. Brooks started his career as a Financial Advisor at Merrill Lynch before transitioning to Morgan Stanley.
After several years as an Advisor at Morgan Stanley, he was promoted into the position of District Business Manager.
In this role, he was responsible for overseeing the budgeting, real estate needs, staffing, and P&L management for seven states with approximately $150 million in revenue.
In 2012, he transitioned out of management into a role that focused on building and managing discretionary investment models for financial advisors.
Mr. Brooks received his BS degree from Lipscomb University with a dual concentration in Finance and Management.
He completed his Charted Financial Analyst designation in 2012 and is a member of the New York Society of Security Analysts and Nashville CFA Society.

Postes actifs de Mike Brooks

Sociétés	Poste	Début
Cypress Capital LLC	Gestionnaire de Portefeuille-Actions	01/06/2014

Formation de Mike Brooks

Lipscomb University

Undergraduate Degree