Scott Carmack is the Founder, Chief Executive Officer, and Portfolio Manager for Holbrook Holdings, Inc. Scott has been intimately involved with the capital markets since graduating with honors from Harvard University in 2001. He began his career at the JP Morgan Private Bank in New York City providing wealth solutions to high-net-worth clients. Since founding Holbrook in 2016, Assets Under Management have grown from $30 thousand to over $900 million.
Michael Burns is the Chief Operating Officer and Chief Compliance Officer for Holbrook Holdings, Inc. Mr. Burns started his career at Warner Bros Television in Burbank, CA working in budgeting, before moving to Portland Oregon in 2009 to join Fisher Investments. Mr. Burns served in multiple positions at the firm, eventually advising on over $100 million in high net-worth investor assets. In 2013, Mr. Burns joined a boutique Fixed Income firm where he worked in marketing and distribution. Mr. Burns earned a B.B.A at Gonzaga University.
Brian Zeck is the President of Sales for Holbrook Holdings, Inc. Mr. Zeck has over 19 years of experience, starting his career at Barclays Global Investors, now part of Blackrock in 1999. Mr. Zeck is responsible for creating and implementing a strategic sales process designed to grow the brand awareness of Holbrook Holdings Mutual Funds throughout the financial advisory, RIA and Institutional community. Over the last decade Mr. Zeck has been instrumental in growing distribution, sales teams and assets for mutual funds across multiple asset classes. Most recently, Mr. Zeck had the great privilege to lead the sales effort for a subsidiary of the famed energy investor T. Boone Pickens. Mr. Zeck earned a B.S. in Finance from San Diego State University.
Dan Merrill is the Vice President of Sales for Holbrook Holdings. Mr. Merrill is an accomplished sales leader with over 25 years of experience devising and executing revenue growth and sales/talent acquisition strategies for his clients in the Finance, Life Science and High Tech industries. Dan joined Holbrook Holdings after 20 years of successfully launching and exiting numerous talent acquisition firms. Mr. Merrill earned a BA in Communications from Washington State University.
Ethan Lai is a Portfolio Manager for Holbrook Holdings, Inc. Prior to joining Holbrook, Mr. Lai was an Associate Director at CSG Investments, Inc., a subsidiary of Beal Bank, in Dallas, TX, running a team focused on secondary fixed income investments. Mr. Lai began his career in investment banking at SunTrust Robinson Humphrey (now Truist) followed by a role at Goldman Sachs in their investment management division in Atlanta, GA. Ethan graduated in 2012 with a degree in mechanical engineering from the Georgia Institute of Technology.
Brandon Boyzuick is the Vice President of Sales for Holbrook Holdings. Mr. Boyzuick started his career as a financial advisor with Equitable Advisors in Dallas, TX, where he specialized in working with high-net-worth clients and business owners, and successfully grew his practice to over 100 clients during his 4+ years as an advisor, while also joining the leadership team to mentor a group of 10 new hires. Brandon joined Holbrook Holdings to help drive sales growth within several states in the southern US. Mr. Boyzuick earned a B.S. in Finance from the University of Oklahoma.
Eric Strom is the Vice President of Compliance and Operations for Holbrook Holdings. Mr. Strom started his career in 2008 in London, England in financial services operations before moving to Portland, Oregon in 2009 where he held multiple positions at Fisher Investments. Mr. Strom has spent the past 10 years as Director of Operations for an ecommerce startup in Portland, OR. Mr. Strom earned a BS degree in International Business at Washington State University.
Andy Schmidt, CIMA
Andy Schmidt is the Vice President of Sales for Holbrook Holdings. He has over 20 years in the financial industry and began his career with Morgan Stanley in 2001. He transitioned to working with Invesco in 2005 and has also worked with The Vanguard Group supporting financial advisors. Andy earned a Bachelor of Science degree in Liberal Arts from Bowling Green State University, in Ohio. Andy holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.