Clearbrook Financial
Home : The Clearbrook Team : The Executive Team
Our Team
Experience, Insight and A Commitment to Our Clients’ Interests

A major advantage of having Clearbrook as your partner is the depth and breadth of our management team. The Clearbrook team includes senior executives with proven track records in global wealth management, extensive networks of industry relationships, and the vision to see the opportunities that a changing regulatory, fiduciary and technological environment will bring.

Clearbrook's senior management team includes:

 

John Morris
Chairman
Clearbrook Financial

Robert Mooney
Chief Executive Officer
Clearbrook Financial

Elliott Wislar
President
Clearbrook Financial

 

Paul Tartanella
General Counsel
Clearbrook Financial

John Sims, ACA
Chief Financial Officer
Clearbrook Financial

 

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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.