Ms. Moretz’s primary responsibilities for Brookwood Securities, LLC include investor relations, identifying potential candidates to participate in Brookwood’s investment offerings and communicating with clients regarding overall investment performance.
Prior to joining Brookwood, Ms. Moretz worked at Steben & Company, an investment advisor and broker dealer that specializes in managed futures funds. As a Regional Account Executive, Ms. Moretz was responsible for expanding the firm’s customer base on the West Coast.
Ms. Moretz graduated from Widener University.
