- Our People

# Building Bridges for Sustainable and Inclusive Growth

We approach every client relationship with a unique and invigorating perspective, coupled with an unwavering energy that inspires action. Our commitment to teamwork, trust, and an open-mindedness towards differing opinions creates an environment where clients can concentrate on their potential opportunities, enhance their capabilities, and ultimately succeed in shaping the future.

Together, we achieve remarkable results that transcend the boundaries of what is currently achievable and unlock the true potential of our clients’ visions.

## The values driving our culture

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At BrimStone Brokerage, we believe that a strong culture, rooted in clear values, is the foundation of our strength and leadership in the financial market. Our unwavering commitment to integrity, ethics, and professionalism guides every decision we make and every action we take.

We recognize that our people are at the heart of this culture. Each member of our team is entrusted with the responsibility to uphold these values in their daily work and interactions. By fostering open communication and consistently reinforcing our principles, we ensure that our values remain deeply embedded in the way we serve our clients and conduct our business.

- Empower

50+

###### Diverse talent & perspectives

Our team includes management consultants, data scientists, engineers, venture architects, and more, operating in over 10 countries.

~900

###### Commitment to social impact

In 2022, we successfully executed social impact consulting projects.

20+

###### Partnering for greater value

We are proud to be a leading organization in our global partner ecosystem.

## Meet our leaders

BrimStone’s global leadership is comprised of several key entities, including the managing partner, the Shareholders Council (elected board of directors), the Acceleration Team (global leadership team), and the leaders of various offices and practices. Together, they drive the strategic direction and operations of the organization.

### Franklin Grant

Founder & CEO

### David Fisher

Senior Partner / Stock Advisor

### Emily Clarke

Head of Risk & Compliance

### Laura Bennett

Director of Strategic Partnerships

### Sarah Whitman

Director of Client Relations

### Michael Donovan

Head of Corporate Strategy

### Jonathan Myers

Chief Operating Officer

### Richard Hale

Chief Financial Officer

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WHAT WE'RE THINKING

- Analysis

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Practical Tips for Creating and Managing Your Personal Budget

###### Insights

Valuable insights that empower your decision-making,

###### Case Studies

Inspiring examples of financial tailored solutions.

###### Media Mentions

Recognizing our expertise and client success.

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FINANCIAL

###### Investment planning

Tailored investment strategies to help clients grow their wealth.

###### Retirement planning

Comprehensive plans designed to secure a comfortable future.

###### Education planning

Guidance on saving and investing for educational expenses.
WEALTH

###### Portfolio management

Active management to optimize returns while managing risk.

###### Asset allocation

Maximize growth potential via asset diversification.

###### Risk management

Managing financial risks with insurance and other measures.
TAX

###### Tax planning

Optimize tax through services like deductions and strategies.

###### Estate planning

Effective estate planning for taxes and wealth transfer.

###### Wealth preservation

Preserve wealth for future while reducing taxes.
FEATURED
Adapting to
the digital era
Exploring the Impact of Artificial Intelligence on Business Strategies
Digital Transformation: What Matters Most in Your Sector?

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