Brooke Ashland

Chief Executive Officer

Professional Overview:
Brooke Ashland is a seasoned executive with over 45 years of experience in the investment management industry. As the Chief Executive Officer of Cutler Investment Group, she leads a team of financial experts in providing comprehensive wealth management solutions to a diverse clientele.

Experience Summary:

Current Role
Chief Executive Officer, Cutler Investment Group (1977-11-01 to Present)

• Oversees the strategic direction and day-to-day operations of the firm, ensuring the delivery of exceptional client service and investment performance

• Cultivates and maintains strong relationships with high-net-worth individuals, families, and institutional clients, providing tailored financial planning and investment strategies

• Spearheads the development and implementation of innovative investment solutions, leveraging her deep industry knowledge and market insights

• Fosters a collaborative, high-performance culture within the organization, empowering the team to achieve outstanding results

Career Progression
Prior to her current role, Brooke held various leadership positions within the investment management industry, including:

• Vice President, Portfolio Management, ABC Wealth Management (1972-1977)

• Senior Analyst, XYZ Asset Management (1968-1972)

Throughout her distinguished career, Brooke has consistently demonstrated her ability to drive growth, enhance client satisfaction, and lead high-performing teams. Her proven track record of success has earned her a reputation as a respected authority in the investment management field.

Academic Background:
Brooke holds a Bachelor of Science in Finance from the University of Oregon, where she graduated summa cum laude. She is also a Chartered Financial Analyst (CFA) charterholder, a designation that further underscores her deep expertise in investment analysis and portfolio management.

Areas of Expertise:

• Investment portfolio management

• Wealth management and financial planning

• Alternative investment strategies

• Risk management and asset allocation

• Client relationship management

• Strategic planning and business development

• Talent development and team leadership

Professional Impact:
Under Brooke's visionary leadership, Cutler Investment Group has consistently delivered superior investment performance, earning numerous industry accolades and recognition. She has been instrumental in the firm's expansion into new market segments, as well as the development of innovative investment solutions tailored to the evolving needs of its clientele.

Brooke is an active contributor to the investment management community, serving on the board of directors for the Oregon Investment Management Association and regularly speaking at industry conferences. Her thought leadership and commitment to excellence have made her a highly respected figure in the industry.

Conclusion:
With her extensive experience, deep industry knowledge, and proven track record of success, Brooke Ashland is a dynamic and respected leader in the investment management industry. As the Chief Executive Officer of Cutler Investment Group, she continues to drive the firm's growth and deliver exceptional value to its clients.