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Brooke C. Goldstein, CIMA®

Brooke C. Goldstein, CIMA®

Partner, Co-Founder

Brooke began her professional career in 2010 in the advertising industry, working for three of the largest worldwide advertising agencies Ogilvy & Mather, Team One, and Lowe Campbell Ewald.

She holds the CIMA® (Certified Investment Management Analyst®) Certification, administered by the Investments & Wealth Institute, and taught in conjunction with the Wharton School, University of Pennsylvania.

In addition, Brooke holds the General Securities Representative registration (Series 7) and the Uniform Combined State Law Examination (Series 66). Brooke received her B.A. degree from Rider University, in Lawrenceville, NJ.

She is an avid traveler, and enjoys experiencing new cuisine locally and internationally. Brooke also plays tennis and gets in the ring to box in her spare time.