Scott Brooks, CFA

Scott Brooks, CFA has a diverse and extensive work experience in the finance industry. Scott is currently working as the Chief Operating Officer at RealBlocks, where they serve as the President of the firm's investment advisor and Chief Executive Officer of the firm's FINRA registered broker/dealer subsidiary. Scott is responsible for developing relationships with alternative investment funds and their distribution channels.

Before joining RealBlocks, Scott was the Founding Partner of Brooks Retirement Consulting from 2015 to 2019. In this role, they focused on providing comprehensive distribution strategies to emerging asset management firms in the US. Scott also had leadership roles with the Defined Contribution Real Estate Council and the Defined Contribution Institutional Investment Association.

From 2017 to 2018, Scott served as the Managing Director - Head of Client Relations at Capview Partners, where they led the firm's sales, relationship, and marketing efforts.

Prior to that, they worked as the Managing Director - Defined Contribution at SEI from 2013 to 2014, where they developed and led the defined contribution, investment-only business. Scott was responsible for developing thought leadership, sales, relationship management, and product offerings to serve plan sponsors and their participants.

Scott also has experience at DWS Group as the Director, Head of US Retail and Defined Contribution Client Relations from 2011 to 2013. Scott was responsible for all US retail and defined contribution client relations for real estate products and helped develop a vertically integrated insurance model.

At JPMorgan Funds Management, they served as the Head of National Account Management for DCIO in Funds Management, where they established the DCIO business and built the retail and defined contribution business for the JPMorgan Global Real Assets team.

Scott started their career at OppenheimerFunds in 1989, where they founded the DCIO business and ran it for over 10 years. Scott also had experience in sub-advisory, institutional, bank trust, and variable insurance business.

Overall, Scott Brooks, CFA has a strong background in distribution strategy, relationship management, and business development in the finance industry.

Scott Brooks, CFA obtained their Bachelor of Arts degree in Economics and Mechanical Engineering from Cornell University, where they attended from 1984 to 1989. Prior to that, they completed their high school education at Northern Highlands Regional High School from 1980 to 1984. In addition to their academic achievements, Scott Brooks also holds various certifications, including a Chartered Financial Analyst (CFA) designation obtained from the CFA Institute in August 1994. Furthermore, they have obtained certifications such as Series 7, Series 63, Series 24, and Series 65 from FINRA, with the most recent being the Series 65 certification obtained in December 2019.