Brooke Whelan

Brooke Whelan, CFA, has a background in prime brokerage sales and significant experience in finance. They worked as a Trade Coordinator at CypressTree Investment Management, managing cash positions and trading operations from 2007 to 2008. Brooke subsequently held roles at Fidelity Investments, where they served as a Corporate Bond Trader and later as Vice President in Account Management and Prime Brokerage Sales. They began their career as an intern at Cypress Capital in 2005 and earned a degree from Babson College, graduating in 2007.