Brooke Wilson, CRPC^®, CIPM^®

Designations and licenses

Brooke is a Chartered Retirement Planning Counselor℠ and holds the Certificate in Investment Performance Measurement™ designation.

Experience and education

Brooke is responsible for the strategic leadership, oversight and continuous improvement of the firm’s institutional performance reporting function. She helps to ensure the delivery of accurate, timely and insightful investment performance benchmarking and analytics to institutional clients and consultants, while maintaining the highest standards of governance, compliance and operational excellence.

Prior to joining Mariner, Brooke was a group project specialist at MFB Financial, Inc. Before that, she held positions at Merrill Lynch and Pershing, LLC.

Brooke holds a bachelor’s degree in business administration with a focus in finance from Stetson University, where she graduated summa cum laude.