Brooke leads Sage on its mission to become the AI copilot for the wealth advisory industry. 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.

Prior to joining Sage, Brooke spent 16 years at BlackRock, where most recently she was Head of Digital Engagement, and set the vision, commercial strategy, and roadmap for Advisor Center, BlackRock’s digital ecosystem and portfolio toolkit serving 100,000+ wealth advisors in the US. Prior to this, she co-founded and led BlackRock’s US Wealth Portfolio Solutions group, bringing Aladdin analytics to the wealth market and helping to drive an industry-wide shift towards more portfolio-centric engagement.

Before dedicating her focus on the US wealth ecosystem, Brooke spent the first half of her career managing money, both as a quantitative investor co-managing $10b of long-short Australian equity assets at BlackRock, and on the CIO investment team of Mercer’s then $14b flagship Australian superannuation trust. She began her career in manager research at Mercer Investment Consulting.

Brooke earned a degree in commerce from Deakin University (Australia). She is a CFA Charterholder, a Chartered Alternative Investment Analyst, and a practitioner contributor to curriculum and examination development for the CFA Program.

As a global citizen, Brooke is passionate about education as the key to helping people reach their full potential. Brooke serves on the board of Global Kids Inc., a nonprofit educational organization for global learning and youth development that immerses young people from underserved communities in areas where they can build global perspectives.