Claire Alexander

President at Brookwood Investment Group

Speaker

Claire Alexander is President of Brookwood Investment Group, a nationally recognized, independent RIA firm committed to redefining the advisor independence through an advisor-centric, fiduciary-first platform. With over a decade of executive leadership inside high-growth independent advisory firms, Claire's focus spans operational infrastructure, M&A and transition architecture, and the governance and technology systems that allow firms to scale without losing what makes them unique. As an operator known for getting inside a business and building what it needs, Claire has supported a combined $10.1 billion in assets under management across three firms, including one firm's growth from $100 million to $3.4 billion in just 42 months. A recognized industry voice, she has built a published operational methodology and an industry presence across the wealth management space. She was recently named an Excellence Awardee for Independent RIA Leader of the Year in the 2026 InvestmentNews Women to Watch Awards. Claire lives with her family in Seattle, Washington, enjoying the outdoors, activities with her children, and traveling as often as she can.