Alison Brooks active positions
| Companies | Position | Start | End |
|---|---|---|---|
Brandywine Oak Private Wealth LLC
 Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families. | Chief Operating Officer | 02/08/2018 | - |
| Founder | 02/08/2018 | - | |
| Portfolio Manager-Equities | 02/08/2018 | - |
Career history of Alison Brooks
Former positions of Alison Brooks
| Companies | Position | Start | End |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/01/2005 | 01/07/2018 |
Statistics
International
| United States | 3 |
Operational
| Chief Operating Officer | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Brandywine Oak Private Wealth LLC
Brandywine Oak Private Wealth LLC Investment ManagersFinance Brandywine Oak Private Wealth LLC (Brandywine Oak) is an independent, SEC-registered investment advisor headquartered in Kennett Square, Pennsylvania. The firm was founded by Michael Henley and Alison Brooks in 2018 as Wyeth Private Wealth LLC. Brandywine Oak provides investment advisory and management services to wealthy families. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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