CONSHOHOCKEN, PA, March 4, 2019 – Rosemont Investment Group, LLC is pleased to announce that Brad Mook has joined Rosemont as Managing Director, and head of due diligence, financial modeling, and research. His responsibilities will include sourcing, evaluating, and overseeing portfolio investments alongside CEO Chas Burkhart.
Brad comes to Rosemont from SEI where he served as Director of Manager Research. His experience conducting and overseeing manager selection and due diligence across multiple asset classes provides a solid foundation on which to build and support Rosemont’s portfolio.
“I have known and respected Brad for years. He will be a very valuable addition to the team immediately and for years to come,” said Chas Burkhart.
Before arriving at SEI in 2009, Brad spent 15 years as a sell-side analyst and director of research at various firms, performing industry, business, financial, and valuation analysis on a wide range of investment opportunities. He is a CFA charterholder and holds a BA in Political Economy from Williams College.
“Rosemont is well-known in the investment industry as a high-quality, value-adding equity partner. I look forward to joining Chas and the team and enhancing Rosemont’s efforts,” said Brad Mook.
About Rosemont Investment Group, LLC
Rosemont is a specialist investor focused exclusively on making investments in asset and wealth management companies. Rosemont seeks minority positions in support of management buyouts, recapitalizations, ownership transitions, and selected start-ups. In addition to its experience providing capital, the Rosemont team will bring to its partners a deep understanding of the investment management industry through more than 30 years of advising and investing in asset and wealth management businesses.