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Clearbrook Investment Solutions Team

Clearbrook Investment Solutions team includes:

 

Fred Weiss
Managing Director

Daniel Lehrer, CFA, CFP®
Director

Joe Valdez
Performance Analyst

Jon Chesshire, CIMA
Director

Cara Campenni
Performance Analyst

Judy McLean
Performance Analyst

 


 


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  • 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.