Noah Brooks, CMT, CIMP®

I serve as Director of Investments, where I oversee investment strategy, portfolio construction, and the ongoing management of the Wealth Allocation Models (WAM). My focus is developing disciplined investment solutions designed to help support long-term client goals while adapting to changing market conditions.

I joined the team in 2013 after serving as a Senior Financial Advisor with Wells Fargo. I began my career at Prudential Securities, where I worked closely with investment execution, portfolio analytics, and market research. Those experiences helped shape my passion for investment management and the role thoughtful portfolio construction plays in helping clients pursue their financial objectives.

Over the years, I developed the Wealth Allocation Models (WAM) and the investment policy statements that guide both the investment department and the firm's model portfolios. Today, I work closely with advisors and professional partners to research investment opportunities, evaluate market trends, and develop sustainable portfolio strategies designed to meet a wide range of client needs.

I hold the Chartered Market Technician® (CMT) and Certificate in Investment Performance Measurement® (CIPM) designations, reflecting my commitment to investment research, market analysis, and portfolio management.

I live in Bernville, Pennsylvania, with my wife, Aelish. Outside of work, I enjoy spending time on the lake, traveling, and cooking.