Brad Root
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Brad Root Email & Phone Number

Brookwood Securities Partners, LLC at Brookwood Financial Partners, LLC
Location: Pittsburgh, Pennsylvania, United States 6 work roles 2 schools
1 work email found @brookwoodfinancial.com 7 phones found area 412, 617, and 855 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 7 phones

Work email b****@brookwoodfinancial.com
Direct phone (412) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Brookwood Securities Partners, LLC
Location
Pittsburgh, Pennsylvania, United States
Company size

Who is Brad Root? Overview

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Quick answer

Brad Root is listed as Brookwood Securities Partners, LLC at Brookwood Financial Partners, LLC, a with 89 employees, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at brookwoodfinancial.com, phone signal with area code 412, 617, 855, and a matched LinkedIn profile for Brad Root.

Brad Root previously worked as Managing Director at Brookwood Financial Partners, Llc and Chairman Of The Board Of Trustees at Trinity School For Ministry. Brad Root holds Bachelor'S Degree, Journalism from Washington And Lee University.

Company email context

Email format at Brookwood Financial Partners, LLC

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{first_initial}{last}@brookwoodfinancial.com
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AeroLeads found 1 current-domain work email signal for Brad Root. Compare company email patterns before reaching out.

Profile bio

About Brad Root

Brad Root is a Brookwood Securities Partners, LLC at Brookwood Financial Partners, LLC. He possess expertise in fundraising, leadership, strategic planning, public speaking, nonprofits and 16 more skills. He is proficient in English.

Listed skills include Fundraising, Leadership, Strategic Planning, Public Speaking, and 17 others.

Current workplace

Brad Root's current company

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Brookwood Financial Partners, LLC
Brookwood Financial Partners, Llc
Brookwood Securities Partners, LLC
beverly, massachusetts, united states
Employees
89
AeroLeads page
6 roles

Brad Root work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

Greater Pittsburgh Area

Brookwood is a private equity real estate investment firm that specializes in acquiring and managing value-add commercial real estate and related operating businesses on behalf of a select group of institutional investors, including endowments, pension funds and foundations, family offices and high net worth individuals. Since our founding in 1993, we have consistently employed an innovative and contrarian investment approach to generate attractive risk-adjusted returns for our clients.In our history we have invested over $1.8 billion of equity to acquire a portfolio of 200 commercial real estate properties, seven operating companies and 451 gas stations and convenience stores. Our $3.4 billion historical portfolio has spanned multiple asset classes, geographical markets and industries across the United States.

Mar 2017 - Present

Chief Operating Officer

The Center for Serving Leadership (CSL) equips and coaches senior organizational leaders in the practices and disciplines that grow people and drive great results. Embedded within Newton Institute, a wholly owned subsidiary of Newton Consulting, CSL offers Senior Leader Serving Leader Cohorts (currently in 9 cities), leads Senior Team Serving Leader Training programs for individuals, organizations and communities and certifies trainers to utilize the proprietary Serving Leader Guides.Personal responsibilities included Business Development and Revenue Generation, EBITDA, Resource Utilization and Realization and Cash Flow, Customer Satisfaction; Strategic Initiative Goal Attainment and Cross-Practice Revenue Generation.Executive Leadership Team Participation & Contribution. Attainment of Strategic Goals, including: Business Model Buildout, Service Offering Growth, and Geographic Expansion.Tactical Goals, including Business Plan Creation and Execution, Team Performance and IP/Practice Collateral Development.

Oct 2015 - Nov 2016

Chief Operating Officer

Ambridge, Pa

Founded the International Headquarters for the unification of 112,000 Anglicans (1,000 individual congregations) across the United States, Canada and Mexico into a single ChurchPersonally responsible for all fundraising and capital formation for the organizationDeveloped comprehensive organizational strategies, systems, structures, policies, and operationsBuilt budget from 0 revenue to annual budget of $1.8 millionRecruited top-performing staff; facilitated staff development, budgeting and financial controlsSpearheaded organizational communications; created online presence and initiated vision for The Apostle (semi-annual publication with distribution of 10,000+)Established risk management resources and member benefits for all 1,000 member congregations including health care insurance and retirement planningReported directly to Archbishop (CEO) and Board of Directors of Corporation

Mar 2008 - Jun 2014

Managing Director

Constructed new client base of 125+ accredited investors within 5 years of employment including high net-worth individuals, families, and wealth management groups Qualified potential investors, secured equity participation, facilitated client communications and maintained advantageous client relationshipsCollaborated with internal team and outside professional advisors to create sales, marketing and investment offering materials Optimized contact database to best manage investor and prospective investor data

May 2003 - Nov 2008

Managing Director

Founding member and a top performing sales producer of what is now a $2 billion+ private investment firm. Brookwood investments specialize in value-add commercial real estate and related operating businesses on behalf of a select group of institutional investors, family offices and high net worth individualsBuilt substantial investor client base comprised of corporate executives, professionals, private business owners and other high net worth individuals. Opened and managed branch office for company in Pittsburgh, PA

May 1993 - May 2003
Team & coworkers

Colleagues at Brookwood Financial Partners, LLC

Other employees you can reach at brookwoodfinancial.com. View company contacts for 89 employees →

2 education records

Brad Root education

Bachelor'S Degree, Journalism

Activities and Societies: Student Body President, Executive Committee President, Member Beta Theta Pi

Education record

Activities and Societies: Played soccer, hockey & lacrosse. Vice President of Student Body

FAQ

Frequently asked questions about Brad Root

Quick answers generated from the profile data available on this page.

What company does Brad Root work for?

Brad Root works for Brookwood Financial Partners, LLC.

What is Brad Root's role at Brookwood Financial Partners, LLC?

Brad Root is listed as Brookwood Securities Partners, LLC at Brookwood Financial Partners, LLC.

What is Brad Root's email address?

AeroLeads has found 1 work email signal at @brookwoodfinancial.com for Brad Root at Brookwood Financial Partners, LLC.

What is Brad Root's phone number?

AeroLeads has found 7 phone signal(s) with area code 412, 617, 855 for Brad Root at Brookwood Financial Partners, LLC.

Where is Brad Root based?

Brad Root is based in Pittsburgh, Pennsylvania, United States while working with Brookwood Financial Partners, LLC.

What companies has Brad Root worked for?

Brad Root has worked for Brookwood Financial Partners, Llc, Trinity School For Ministry, Newton Institute & Center For Serving Leadership, Anglican Church In North America, and Mckinney Properties, Inc..

Who are Brad Root's colleagues at Brookwood Financial Partners, LLC?

Brad Root's colleagues at Brookwood Financial Partners, LLC include Rana Martinez, Reynaldo Latorre, James Clark, Stuart White, and Patricia Balasny.

How can I contact Brad Root?

You can use AeroLeads to view verified contact signals for Brad Root at Brookwood Financial Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brad Root attend?

Brad Root holds Bachelor'S Degree, Journalism from Washington And Lee University.

What skills is Brad Root known for?

Brad Root is listed with skills including Fundraising, Leadership, Strategic Planning, Public Speaking, Nonprofits, Marketing Strategy, Management, and Leadership Development.

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