Clearbrook Financial

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Consulting Team
A Culture of Client Service

Client service is in our corporate DNA. Our senior consultants are supported by an experienced staff of professionals in research, analysis and client service. Access to our consultants is at the heart of your relationship with us. We assign two senior consultants to every Clearbrook client, and we limit the number of relationships each senior consultant handles. As a Clearbrook client, you will always receive the high-level attention you deserve.

Clearbrook Consulting’s senior management team includes:

 

Bruce Graham, CFA
Senior Managing Director

T. Dean Armstrong
Managing Director

Mark A. Baker, CFA
Managing Director

John W. Palumbo
Managing Director

Fred Weiss
Managing Director

Eric Blasberg, CFA
Director

 

Jon Chesshire, CIMA
Director

Daniel Lehrer, CFA, CFP®
Director

Ryan Murphy
Director

Megan L. Mones
Associate Director

Cara Campenni
Performance Analyst

Judy McLean
Performance Analyst


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  • © 2012 Clearbrook Global. All Rights Reserved.
  • Investment advisory services offered through CBF Advisors, LLC (“CBFA”).
    Securities and brokerage services offered through Managed Account Services, LLC (“MAS”), Member of FINRA and SIPC. CBFA and MAS are affiliated entities.
    Services offered by CBFA and MAS may be offered under the “Clearbrook” name for marketing purposes.