Brooks Hays Slate, CFA, is a Managing Director, Wealth Advisor for Cresset’s San Francisco office. She advises clients on their overall balance sheet, including private and public investments, credit and liquidity needs, and estate and charitable planning. She specializes in working with entrepreneurs and executives of public and private companies in the technology and healthcare sectors, investment principals, and high-net-worth families. Brooks was named to the 2025 Forbes Best-in-State Wealth Advisors, 2025 Forbes Top Next-Gen Wealth Advisors, and the 2025 Forbes Best-In-State Women Wealth Advisors lists.
Prior to Cresset, Brooks spent more than 10 years with J.P. Morgan’s Private Bank in New York, London, and San Francisco.
Brooks is a CFA charterholder and graduated with a B.S.B.A in finance and international business from Georgetown University. She is originally from the East coast; where she grew up in South Florida and lived in Washington, D.C., NYC and London. She moved West over a decade ago and has not looked back since. She lives in San Francisco with her husband and son. Together they enjoy hiking around the Bay Area, traveling and culinary adventures.