The financial world rewards boldness, but it rarely forgets discipline. Few understand that balance more deeply than Christopher Coolidge, chief investment officer of Brookwood Investment Group. What sets Coolidge apart is not just his ability to manage assets—it’s his commitment to making capital serve purpose, not just profit.
Coolidge’s professional journey has been shaped by his unwavering belief that capital allocation is one of the most powerful tools for change. His trajectory to Brookwood Investment Group’s helm was not a straight line of personal ambition, but a purposeful climb marked by precision and introspection. As he grew into the role of chief investment officer, he earned the CFA® Charterholder designation, signaling not only technical expertise but also an elevated commitment to ethical leadership and stewardship.
At Brookwood Investment Group, Coolidge has crafted a company vision centered on financial advisor empowerment. This vision combines institutional-quality investment platforms with the practical needs of the advisor community, anchored by the belief that independence and access should never be mutually exclusive. His approach combines personalized relationships with a scalable operational backbone—a strategy designed to revolutionize how advisory practices function.
He brings to his work a rare blend of analytical rigor and empathetic insight. Among his proudest accomplishments is helping Brookwood Investment Group scale its investment platform while maintaining deeply human client relationships. Through innovation and partnership, the firm has expanded its market reach, earning recognition for both growth and integrity. His long list of achievements also includes contributing to the evolution of financial technology integrations that streamline advisor-client interactions without diluting trust.
What makes Coolidge a Titan 100 Honoree is not just a track record of outperforming benchmarks, but a demonstrated ability to elevate an entire ecosystem. His leadership is rooted in a simple but powerful philosophy: lead with purpose, invest with conviction and act with integrity. That ethos is evident in the culture he’s fostered at Brookwood Investment Group—one that values transparency, education and the continuous refinement of investment approaches.
Coolidge is always seeking deeper understanding. If he could master any skill instantly, it would be public speaking—a reflection of his desire to translate complex ideas into compelling narratives that resonate across audiences. He recognizes that clear communication is a cornerstone of trust, and he aspires to connect with broader communities to demystify finance and empower decision-making.
To peers in the industry, Coolidge is a strategist. To his team, he is a guide. To Brookwood Investment Group’s clients, he is a steward of their future. By transforming advisor infrastructure and advancing a client-first model, he has created measurable impact beyond the boardroom.
In a field often dominated by short-term gains, Coolidge’s long-term vision stands as a counterweight. His story is a reminder that capital, when placed in the right hands, can be a vehicle for meaningful, sustainable transformation. And in that space between return and responsibility, Coolidge is charting a course that others are now eager to follow.
