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Brookwood Investment Group, LLC

Brookwood is a boutique advisory and planning firm which caters to a discerning clientele, who provide custom services that help clients reach and exceed their financial goals. Its services include advanced insurance and investment planning, private placements and opportunity zone investments.

robert raimondo

Robert (Bob) Raimondo

Brookwood Co-founder

Kim Raimondo, Esq - Legal and Compliance

Kim Raimondo, Esq.

Brookwood Co-founder

Suzanne Furrow

Suzanne Furrow

Brookwood Head of Institutional Relations


Karen Harper

Brookwood Director of Advisor Relations


Jeremy Bryant

Brookwood Director of Operations

joe ward

Joe Ward

Brookwood VP Risk Management

Scott Fedyshyn

Scott Fedyshyn

Brookwood VP Tax Planning

Operations & Support

Charity Dembofsky – Compliance
Deb Corey – Performance Coach
David Rosenthal – IT Director
Margaret Connelly – Systems Administrator
Barbara Kobs – Compensation Coordinator
Donna Dahlgren – Client Service
Carol Pipitone – Client Service
Joanne Brown – Client Service
Rebecca Loeffler – Transition Specialist
David Hendershott – Portfolio Management
Ayanah Newsum – Administrative Coordinator
Dylan Kobs – Trading
Liam Kobs – Marketing
Emma Raimondo – Creative Initiatives
Benjamin Raimondo – Media Outreach

Licensed Fiduciaries

Bill Anderson
Ross Atefi
Dan Angelone
Brent Burgesser
Stephen Caruso
Tracy Cobb
Sandra Crook
Nick Greenhouse
David Hendershot
Zach Jones
Cassie Kang
Dr. Adam Klein
Todd Mann
Carol Pipitone
Robert Raimondo
Richard Rogers
Steve Schippel
Paul Solomon
Joseph Ward
Vincent Yackinan

Human Resources

Robert Benefiel
Karen Osiecki

Risk Management

Nate Sanders
Alex Sanders