Brookwood Hires 4 Executives for $1.5 Billion RIA, Adopting Partnership Model
Updated
Updated · Wealth Management · Aug 19
Brookwood Hires 4 Executives for $1.5 Billion RIA, Adopting Partnership Model
3 articles · Updated · Wealth Management · Aug 19
Summary
Brookwood added four executives—President Claire Alexander, Chief Growth Officer Michael Jones, COO Jasmine Yu and CFO Jeffrey Williams—to lead its next phase after assets topped $1.5 billion.
The Phoenix-based RIA said the hires answer rapid expansion from $515 million in 2024 and more than 75 advisors, giving founder Kimberly Raimondo operational depth and a succession path.
Raimondo structured the appointments as partnerships rather than standard executive roles, borrowing from law-firm ownership models to build a firm that can outlast its founders.
The move highlights a broader RIA industry challenge: as mid-sized firms scale, many seek outside capital or sell to larger backers, while Brookwood is betting internal partners can support growth and continuity.