Claire Alexander

President at Brookwood Investment Group

Speaker

Claire Alexander is President of Brookwood Investment Group, a nationally recognized independent wealth management firm building a new model for advisor partnership, growth, and long-term enterprise value. An experienced executive and operator, Claire works at the intersection of strategy and execution, translating Brookwood’s vision into the people, systems, and capabilities that support where the firm is going next.

With more than a decade inside high-growth independent wealth management firms, Claire brings firsthand experience recognizing and capitalizing on the opportunities that come with rapid growth. Her work has spanned nearly $12 billion in assets under management across operations, M&A and transitions, organizational design, governance, and technology, including helping lead one firm from $100 million to $3.4 billion in just 42 months.

Claire is an industry voice on operations as a strategic advantage and has developed a published operational methodology for building stronger, more scalable wealth management businesses. In 2026, she was named an InvestmentNews Women to Watch Excellence Awardee for Independent RIA Leader of the Year.