Brockenbrough is an independent, employee-owned firm that offers customized and holistic investment and advisory solutions to high net worth individuals, foundations, endowments and retirement plans.

•  Our firm was founded on the principles of trust, transparency, collaboration and exceptional service.
•  Our culture promotes teamwork, innovation, and successful client outcomes.
•  Investment portfolios are managed in a disciplined manner to achieve strong risk-adjusted returns over time.

Our team is our competitive advantage. Our overarching belief is that teamwork outperforms individual work. We believe an engaging work environment that is exciting, challenging, positive, and rewarding stimulates teamwork and success.

•  Our entire staff shares the vision of exceeding clients’ expectations.
•  We are responsive, passionate and dedicated to meeting the unique needs of our clients.
•  We have managed assets through a wide array of economic, political, and investment cycles.
•  Our team thrives when presented with complex situations that require sophisticated solutions.
•  Our staff is long tenured, providing our clients with familiarity and investment continuity.


For more information, please call (800) 787-7414 or visit our website: www.brockenbroughinc.com

Brockenbrough does not approve or endorse any third-party communication posted on this site.

Brockenbrough

Austin Brockenbrough IV

Paige Kerr

Vanetta Kersey

Jay Jennings

Matthew Brandwein

Wesley Carroccio

Samantha B. Link, CFP®, CPFA™

Christopher Dion, CFA

Investment Operations

Leadership Team

Brockenbrough

Org chart

Teams

Investment Operations

Leadership Team

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