Brooks Hays Slate, CFA®

Managing Director, Wealth Advisor

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 2023 and 2024 Forbes Top Women Wealth Advisors lists and 2023 Forbes Top Next-Gen Wealth Advisors.

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 lives in San Francisco and enjoys running, traveling, and culinary adventures.

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