AndCo Consulting is pleased to announce the promotion of Brooke Wilson, CIPM, to Executive Director of Performance Reporting. Mike Welker, CEO, said “Since joining AndCo in 2017, Brooke has demonstrated a commitment to excellence in her work, development of her peers, a continuous improvement approach to process and expression of AndCo’s values in all she does.”
Brooke has over 13 years of experience in the financial services space and most recently was a Performance Reporting Director at AndCo. Brooke was made a partner of the firm at the beginning of this year. She holds her Bachelor in Business Administration from Stetson University. In her new role, Brooke will be reporting directly to the Chief Operating Officer, Bryan Bakardjiev, and will be responsible for establishing and executing the departmental strategic plans for Performance Reporting in alignment with the firm’s corporate strategic plans.
This communication is intended for informational purposes only and should not be regarded as investment advice or as a recommendation regarding any particular course of action. AndCo Consulting is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.
AndCo, a full service independent institutional investment consulting firm headquartered in Orlando, Fla., was founded on the belief that the institutional client should have the most objective and unbiased information with which to prudently evaluate their investment portfolio/program. The firm is comprised of a dedicated group of industry specialists with diverse business backgrounds working together toward the common goal of simplifying the investment and fiduciary decisions of plan sponsors. With offices around the country and approximately $90 billion in assets under advisement as of June 30, 2022, AndCo serves as an independent fiduciary to each of its clients by accepting no soft-dollar compensation, having no broker dealer affiliations, selling no investment products, and having no pay-to-play arrangements.