Our Team

Meet the experienced professionals driving success for our clients.

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Executive Leadership

Our executive team brings decades of combined experience in investment banking and wealth management.

Philip Wright

Philip Wright

Chief Executive Officer

Founder and CEO of BrokerBank Securities, Inc. Philip has over 25 years of experience in private investment banking, specializing in medical device and technology startups.

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Robert Evans

Robert Evans

Executive Vice President

Robert oversees our M&A advisory and capital raising divisions. With a strong background in financial analysis, he has successfully closed over $500M in transactions.

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Our Team

A dedicated group of financial experts committed to your success.

Sarah Mitchell

Sarah Mitchell

Chief Financial Officer
Finance & Accounting
David Chen

David Chen

Head of Research
Market Analysis
Emily Rodriguez

Emily Rodriguez

Senior Investment Advisor
Wealth Management
Michael Thompson

Michael Thompson

M&A Analyst
Mergers & Acquisitions
Jessica Park

Jessica Park

Compliance Officer
Legal & Compliance
James Wilson

James Wilson

Client Relations Manager
Client Services

Join Our Team

We are always looking for talented professionals to join our growing team. Explore career opportunities at BrokerBank Securities.

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