Stop Using 10% of What AI Can Do
I help portfolio managers and CIOs personally master AI —moving from chatbot user to AI orchestrator in weeks, not quarters.
Most investment professionals plateau at "Assisted Analyst" —interactive prompting. They ask questions, get answers, question accuracy, then move on. The edge goes to those who can shift into Claude Code or openAI Codex: Hours of continuous compute on a single research question, Access to every file on your computer—not just what you upload, Code that executes locally, connecting to your APIs and data sources, Persistent context across sessions, The ability to call multiple AI models when needed. I've spent a decade spent investing and another decade building products.
I can take you to the next level.
Chatbot User
Ask questions, summarize docs, draft emails
Assisted Analyst
Basic automations, generate first drafts
Claude Code
Hours of autonomous research, all local files
AI Orchestrator
Parallel agents, multi-step workflows
Bring your own AI tools or explore new ones, I can integrate with all the top models, both in the front-end and through APIs.
Who I Work With?
Executives at firms managing $500M to $50B+. Leaders who recognize that personal AI capability isn't something you can delegate. Executives who prefer a single call to review progress over monthly status reports. I maintain a small roster of clients. Confidentiality is absolute.
Level Up, Through Data Prep & Process Mapping
Work with a Consultant with Experience Across AI and Finance
AI EXPERIENCE
Took Perplexity Finance from Zero to One
Served as General Manager of the Finance vertical at Perplexity AI, where he built out the finance product (perplexity.ai/finance) from nothing to a competitor to Google Finance and Yahoo Finance in under a year.
Negotiated and purchased data from all the key data vendors
Worked with every AI model to produce differentiated output
Managed the enterprise offering within Perplexity Finance
ENTREPRENEURIAL EXPERIENCE
Self Taught Engineer with Experience Founding a Fintech Startup
Brooker built, scaled, and exited his own fintech company.
Proficient in python
Experience managing engineers
Proven ability to build hard things
INVESTING EXPERIENCE
Investment Analyst at Top Global Tech Hedge Funds and a Global Bank
Worked as an investment analyst at premier investment firms including Citadel, Kang Global (Tiger Management Seed), and Coatue. His career began at Goldman Sachs in the investment banking division. With this unique combination of AI product development, enterprise sales experience, and buy-side investment background, Brooker brings a comprehensive understanding of how to leverage cutting-edge technology to solve real problems in finance.
Experience using leading technology to solve problems
Ability to navigate complex organizations
A decade investing, means no nonsense building
