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Co-founder & CEO @Brookwell
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WORK HISTORY
Co-founder & CEO @Brookwell
St. Petersburg, FL, US
Brookwell is a specialized consulting firm helping Broker-Dealers and Registered Investment Advisors (RIAs) successfully execute advisor transitions, operational transformations, and growth initiatives. We partner with leadership teams to manage the complexity of change—ensuring advisors, clients, and platforms transition seamlessly with minimal disruption.Brookwell brings deep industry expertise to advisor transitions, systems integrations, SQL development, and automation—enabling firms to scale efficiently while protecting advisor productivity and client experience.
EDUCATION
Queen's University
Bachelor of Engineering (B.Eng.) with Professional Internship, Civil Engineering
ABOUT ERIC PINTO
Co-Founder & CEO @ Brookwell | Advisor Transitions, Systems Integration & AI Workflows for RIAs and Broker-Dealers
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