LMCG Investments, LLC
Brooke Regan has over 14 years of experience in compliance and client service roles. Their most recent position was as the Director of Compliance at LMCG Investments, LLC starting in 2023. Prior to that, they worked as a VP, Compliance Officer at Mellon from 2018 to 2023. Brooke also served as an AVP, Compliance Officer and Client Service Associate at Standish Mellon Asset Management Company from 2013 to 2018. Brooke began their career at Rampart Investment Management in 2007, where they worked as a Senior Client Service Associate/Compliance Officer, Compliance Associate, and Client Service Associate.
Brooke Regan pursued their undergraduate studies from 2004 to 2007 at Bentley University, where they obtained a Bachelor of Science degree. Their major was in Finance, with a minor in law. Prior to their time at Bentley University, they attended Bryant University for a year, focusing on Finance. Additionally, in September 2012, they obtained certification as an Investment Advisor Certified Compliance Person (IACCP) from the National Regulatory Services (NRS) institution.
LMCG Investments, LLC
LMCG Investments, LLC (“LMCG” or the “firm”) is an independent investment management firm with offices in Boston and New York focused on Alternative Investments and Wealth Management. The firm offers a broad range of investment strategies and solutions to its institutional and private clients, globally. LMCG’s foundation has been built by experienced professionals who demonstrate a passion for investing and have significant expertise in their dedicated investment areas. The firm's core investment capabilities are in relative value credit, equity, and fixed income as well as wealth management solutions. LMCG recognizes that independent thinking drives investment results and strives to provide its clients with superior risk adjusted investment returns. Disclaimer: LMCG is not responsible for and does not encourage third parties to endorse LMCG or post on our behalf.