Investment Advisory Committee

 

Stonebrook’s Investment Committee is led by Joe Mazzucco and consists of five independent LPL Financial advisors with approximately $500 million of assets under management. The Committee serves in a fiduciary capacity on all advisory relationships, and oversees investment selection, portfolio construction, model rebalancing, and the asset allocation framework for our portfolios. The Committee holds frequent meetings with portfolio managers, economists, and analysts at asset managers including Goldman Sachs, Blackrock, and Fidelity. This collaborative approach, structure, and process is similarly employed by pension and endowment funds.