Brooke Beresh

Brooke Beresh, CFA has a diverse work experience spanning over different roles and responsibilities. Brooke began their career in 2001 as a Derivatives Specialist at Washington Mutual Savings Bank, where they successfully introduced derivative products for commercial bank clients. In 2005, they joined Parametric as a Senior Portfolio Manager, overseeing portfolios for ultra-high net worth clients and institutions. In this role, they led a quantitative portfolio management team and provided highly customized investment solutions.

In 2011, Brooke transitioned to an Independent Consultant for Parametric, focusing on technology initiatives and portfolio management training. Brooke led various projects to improve portfolio management systems and increase customization capabilities. In 2013, they became the Director of Product Management at Parametric, taking charge of product evolution for emerging markets equity and liquid alternatives. Brooke conducted extensive market analysis, identified trends and opportunities, developed new products, and established go-to-market strategies to achieve organizational objectives.

Throughout their career, Brooke has demonstrated strong leadership skills, client partnering abilities, and a deep understanding of investment products and strategies. Their experience spans across multiple sectors and showcases their expertise in product management, portfolio management, and derivatives.

Brooke Beresh, CFA has a strong educational background in both business and engineering. They have a Master of Business Administration (MBA) degree with a concentration in Finance from the University of Michigan - Stephen M. Ross School of Business. Before that, they obtained a Bachelor of Science (BS) degree in Electrical Engineering from the University of Michigan.

In addition to their academic achievements, Beresh has also obtained several certifications. They hold the Series 7 & 63 certification from FINRA (Financial Industry Regulatory Authority), which they obtained in October 2015. They are also a Chartered Financial Analyst (CFA), having received this certification from the CFA Institute in September 2009.