April 13, 2010 Clearbrook Financial Announces Engagement of Windward Advisory Group Full Story
April 12, 2010 Clearbrook Financial Announces New Director of Investment Solutions Full Story
July 28, 2009 Clearbrook Investment Consulting Appoints Eric Wood as Managing
Director, Head of Implemented Consulting Business Full Story
July 10, 2009 Clearbrook Announces Staff Change
Full Story
June 3, 2009 Clearbrook Financial Announces New Chief Executive Officer Clearbrook Financial, LLC, announced today that Robert J.
Mooney has joined the firm as its Chief Executive Officer, effective immediately. John
Morris remains as Chairman and will focus on Clearbrook’s strategic direction and new
initiatives. Full Story
February 24, 2009 Clearbrook Financial Partners with Fortigent to Offer Unified Management Account Fortigent's AccessOverlay™ Now Available on the Clearbrook Financial SMA Exchange Full Story