About
Bill Brooks is currently a Business Analyst at Portolan Capital Management, LLC, based in Boston, MA. He joined Portolan in 2021, where he supports the investment research and analysis process, delivering insights to help the firm's decision-making. His work involves data analysis and providing recommendations in alignment with Portolan's investment strategies.
Prior to joining Portolan, Bill Brooks was an Investment Advisor at Pathstone Family Office from 2018 to 2021, and held earlier roles at State Street Corporation from 2015 to 2018. With a Bachelor of Business Administration in Finance and Economics from the University of Vermont, he brings a robust analytical and financial background to his role at Portolan.
At Portolan, Brooks' responsibilities are broadly supportive and analytical in nature, rather than directly focused on specific sectors or asset classes. His current work is aligned with portfolio analysis for a diversified asset management platform, as opposed to a coverage on particular industries or sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Portolan Capital Management | Business Analyst | Nov 2021 to Present | — |
| Pathstone | Investment Advisor | Dec 2019 to Nov 2021 | Advisor to UHNW & HNW individuals, families, endowments and foundations. |
| State Street | Equity Trade Operations, Senior Associate | Feb 2017 to Apr 2018 | — |
| Pathstone | Investment Advisory Associate | Apr 2018 to Dec 2019 | — |
| State Street | Financial Reporting Associate | Jun 2015 to Feb 2017 | — |
| Aon | Reinsurance Solutions Intern | Jun 2014 to Aug 2014 | — |
Education
University of Vermont Grossman School of Business
Bachelors, Finance and Economics
2012 — 2015
Others at Portolan Capital Management, LLC (2)
| Name | Role | Location |
|---|---|---|
J John Damaske | Senior Research Analyst | Boston, MA , United States |
D David Thompson | Senior Equity Analyst | Boston, MA , United States |