Our People

Meet the team behind BrokerOne

Seasoned advisors, analysts, and client partners united by one goal: helping you make smarter financial decisions with confidence.

Managing Director

Margaret leads firm strategy and oversees high-net-worth advisory, bringing 18 years of institutional markets experience.

Head of Research

David directs macro and sector research, translating complex data into clear, actionable guidance for clients.

Senior Wealth Advisor

Sarah builds tailored wealth plans for families and entrepreneurs, focusing on preservation, growth, and succession.

Trading Desk Lead

James manages execution and risk, ensuring efficient trade implementation across equities, fixed income, and alternatives.

Client Success Director

Elena coordinates onboarding, service delivery, and ongoing support so every client feels known and valued.

Compliance Officer

Marcus safeguards regulatory standards and operational integrity across every client engagement and process.

Join a team that values integrity

We are always looking for curious, principled professionals who put clients first. Reach out to learn about current opportunities.