Brooks Lloyd is a seasoned professional with extensive experience in the financial services and consulting sectors. Currently serving as a Manager at F2 Strategy since June 2025, Brooks provides boutique consulting services focused on technology alignment within wealth management firms. Prior to this, Brooks held the roles of Enterprise Client Engagement & Success Manager and Enterprise Solutions Consultant at Addepar from May 2021 to June 2025, where responsibilities included enhancing the financial clarity of complex portfolios. Additional experience includes a tenure as a Private Banking Analyst at J.P. Morgan Private Bank and analysis roles at Mondrian Investment Partners Limited, Jefferies, LGL Partners, and Chubb, where key analytical tasks involved economic research and financial ratio assessment. Brooks holds a degree from Saint Joseph's University, attended from 2014 to 2018, and graduated from Bishop Shanahan High School.
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