Brooke Juniper work email
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Brooke Juniper personal email
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Over her career, Brooke has held various leadership roles in wealth tech, portfolio management, asset consulting and client engagement. She has over 23 years of experience leveraging technology to scale impact and grow new businesses.
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Chief Executive OfficerSageBoulder, Co, Us -
Chief Executive OfficerSage Mar 2024 - PresentBoulder, Colorado, Us -
Managing Director, Head Of Digital Platform For Us Wealth AdvisoryBlackrock Jan 2022 - Mar 2024New York, Ny, UsBusiness owner of Advisor Center, overseeing a cross-functional team delivering BlackRock's award-winning digital experience for financial professionals on BlackRock.com. Set the vision, commercial strategy and roadmap for the digital ecosystem and portfolio toolkit serving over 100,000 wealth advisors in the US. -
Managing Director, Head Of Innovation & Scale, Head Of Ultra High Net Worth ConsultingBlackrock Jul 2013 - Dec 2021New York, Ny, UsCo-founder and leadership team member within the US Wealth Portfolio Solutions business, responsible for driving innovation in the Portfolio Solutions product offering, and scaling the platform to reach tens of thousands of financial advisors across the United States. Transformed BlackRock's wealth distribution approach from product-led to portfolio-led. Head of Consulting for the Ultra High Net Worth segment, leading a team of consultants developing outcome-oriented portfolio solutions for institutional clients in the US Wealth Advisory channel, including home offices, top tier wealth advisors, RIAs, and their largest family and foundation accounts. -
Vp, Investment Knowledge StrategistBlackrock Oct 2011 - Apr 2013New York, Ny, UsStrategist within the BlackRock Investment Institute, the firm's internal think-tank. Strategic driver of 'in workflow' knowledge sharing for BlackRock's portfolio managers, responsible for creating systems and processes to develop and share investment insight across the firm. -
Vp, Portfolio Manager - Australian EquitiesBlackrock Jul 2007 - Sep 2011New York, Ny, UsCo-manager of 16 quantitative equity portfolios across a spectrum of risk levels from low TE long only to high TE equity long/short, market neutral, and option overlay strategies. Bespoke tax optimization of positions and trading for segregated portfolios, delivering a market leading tax aware investment capability. -
Board MemberCfa Society Of Melbourne 2007 - 2010
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Senior Investment AnalystMercer Global Investments Oct 2004 - Jun 2007New York, Ny, UsPart of the investment team managing a suite of multi-sector multi-manager products as trustee of ~A$14b of pension and implemented consulting assets. Contributed to capital markets research, asset allocation and manager research and selection. -
Investment Research ConsultantMercer Global Investments Jun 2000 - Oct 2004New York, Ny, UsPart of the research team conducting manager research and strategic analysis for use by institutional and intermediary clients. Specialist consultant to wealth advisory firms.
Brooke Juniper Skills
Brooke Juniper Education Details
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Cfa InstituteFinancial Analysis -
Caia AssociationAlternative Investments -
Securities Institute Of AustraliaApplied Finance -
Deakin UniversityFinance -
University Of MelbourneChemistry
Frequently Asked Questions about Brooke Juniper
What company does Brooke Juniper work for?
Brooke Juniper works for Sage
What is Brooke Juniper's role at the current company?
Brooke Juniper's current role is Chief Executive Officer.
What is Brooke Juniper's email address?
Brooke Juniper's email address is br****@****ail.com
What schools did Brooke Juniper attend?
Brooke Juniper attended Cfa Institute, Caia Association, Securities Institute Of Australia, Deakin University, University Of Melbourne.
What skills is Brooke Juniper known for?
Brooke Juniper has skills like Asset Management, Portfolio Management, Financial Modeling, Investments, Investment Management, Equities, Asset Managment, Investment Strategies, Asset Allocation, Financial Markets, Equity Research, Alternative Investments.
Who are Brooke Juniper's colleagues?
Brooke Juniper's colleagues are Tami Johnson, Nakia Mingus, Cap, Annick Le Goff, Cristina Blanco, Joseph Sangiuolo, Ilda Cadilhe, Tanvi Singh.
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