Directory
>
Brooks Hays Slate Cfa
Brooks Hays Slate Cfa
Private Wealth Advisor, Managing Director and Partner | Cresset
San Francisco, California, United States
Brooks Hays Slate Cfa
Summary
Brooks Hays Slate is a seasoned financial professional with over 15 years of experience in private wealth management. Currently a Partner and Managing Director at Cresset, he specializes in advising high-net-worth clients on comprehensive financial strategies, including tax planning, risk management, and philanthropic efforts. His previous roles at JPMorgan Chase and Ameriprise have equipped him with a robust background in investment analysis and client service. Brooks is known for his ability to navigate complex financial landscapes and provide tailored solutions to meet the unique needs of families and individuals. His commitment to delivering personalized service and strategic insights sets him apart in the competitive field of wealth management. Brooks holds a B.S.B.A in Finance and International Business from Georgetown University, reflecting his strong academic foundation in financial principles. He is passionate about helping families achieve their financial goals through thoughtful planning and investment strategies.
Brooks Hays Slate Cfa
Work Experience
Private Wealth Advisor, Managing Director and Partner at
Cresset
October 2019 - Present
Private Banker at
JPMorganChase
July 2014 - October 2019
Fixed Income Specialist at
JPMorganChase
June 2012 - July 2014
Investment Analyst at
JPMorganChase
May 2009 - June 2012
Marketing Coordinator and Client Service Representative at
Ameriprise Financial Services, LLC
September 2006 - May 2009
Investment Bank Summer Analyst, Natural Resources Group at
JPMorganChase
June 2008 - August 2008
Brooks Hays Slate Cfa
Education
Frequently Asked Questions about Brooks Hays Slate Cfa
What is Brooks Hays Slate Cfa email address?
Brooks Hays Slate Cfa's primary email address is ******@cressetcapital.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brooks Hays Slate Cfa work for?
Brooks Hays Slate Cfa is a Private Wealth Advisor, Managing Director and Partner at Cresset, a company specializing in Functions related to depository banking.
Where Brooks Hays Slate Cfa graduated from?
Brooks Hays Slate Cfa holds a degree in Finance And International Business from Georgetown University - The McDonough School of Business.
How can I directly contact Brooks Hays Slate Cfa?
To contact Brooks Hays Slate Cfa directly, you can use the email address ******@cressetcapital.com. Complete contact information is available upon registration with Muraena.
Who is Brooks Hays Slate Cfa?
Brooks Hays Slate is a seasoned financial professional with over 15 years of experience in private wealth management. Currently a Partner and Managing Director at Cresset, he specializes in advising high-net-worth clients on comprehensive financial strategies, including tax planning, risk management, and philanthropic efforts. His previous roles at JPMorgan Chase and Ameriprise have equipped him with a robust background in investment analysis and client service. Brooks is known for his ability to navigate complex financial landscapes and provide tailored solutions to meet the unique needs of families and individuals. His commitment to delivering personalized service and strategic insights sets him apart in the competitive field of wealth management. Brooks holds a B.S.B.A in Finance and International Business from Georgetown University, reflecting his strong academic foundation in financial principles. He is passionate about helping families achieve their financial goals through thoughtful planning and investment strategies.
Brooks`s contact details
******@cressetcapital.com
Colleagues
Managing Director, Wealth Advisor
Partner, Managing Director, Head of Tax
Founder of Cresset Catalyst
Managing Director, Client Service
Managing Director and Partner
Managing Director, Wealth Advisor
Chief People Officer
Managing Director, Wealth Advisor
Executive Managing Director & Advisory Board Member
Managing Director, Wealth Advisor