Brad Mook, CFA

Managing Director, Investments & Finance

Brad is Rosemont’s Managing Director of Investments & Finance, responsible for sourcing and evaluating investment opportunities, overseeing the investment process, and working closely with portfolio partners on strategic issues. He also manages the company’s financial operations.

Prior to joining Rosemont in 2019, Brad served as Director of Manager Research at SEI Investments, a $167 billion multi-manager advisory business. He led the firm’s manager research department, overseeing manager due diligence and selection across multiple asset classes and providing strategic and tactical leadership for growth opportunities and internal operations.

Before arriving at SEI in 2009, Brad spent 15 years as a director of research and sell-side analyst at various firms, performing industry, business, financial and valuation analysis on a wide range of industries and investment opportunities. He is a CFA charterholder and holds a BA in Political Economy from Williams College.