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 (Bob) Raimondo
Brookwood Co-founder
Kim Raimondo, Esq.
Brookwood Co-founder
Suzanne Furrow
Brookwood Head of Institutional Relations
Karen Harper
Brookwood Director of Advisor Relations
Jeremy Bryant
Brookwood Director of Operations
Joe Ward
Brookwood VP Risk Management
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