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Brooks Hays Slate Cfa

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Brooks Hays Slate Cfa

Private Wealth Advisor, Managing Director and Partner | Cresset

San Francisco, California, United States

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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.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Brooks Hays Slate Cfa

Work Experience

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Private Wealth Advisor, Managing Director and Partner at

Cresset

October 2019 - Present

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Private Banker at

JPMorganChase

July 2014 - October 2019

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Fixed Income Specialist at

JPMorganChase

June 2012 - July 2014

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Investment Analyst at

JPMorganChase

May 2009 - June 2012

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Marketing Coordinator and Client Service Representative at

Ameriprise Financial Services, LLC

September 2006 - May 2009

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Investment Bank Summer Analyst, Natural Resources Group at

JPMorganChase

June 2008 - August 2008

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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

mail

******@cressetcapital.com

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