Brooke Horgan is a Vice President with J.P. Morgan Wealth Management.
As a member of the O'Callaghan Thomas team, she assists with some of the more complex family and foundation relationships. In this role, she is a valuable member of the team's investment committee and her responsibilities include creating tailored investment management and asset allocation strategies customized to each client's specific requirements. She works diligently to monitor the portfolios on an ongoing basis and is known for leveraging the firm's extensive research, thought leadership and global capabilities to inform her recommendations.
Brooke began her career in the Foundations and Endowments group at J.P. Morgan in the Private Bank followed by two years in Equity Research Sales before earning her MBA at Columbia University as a recipient of the prestigious Feldberg Fellowship, a full tuition grant awarded to two students each year. After graduate school, Brooke worked at Hudson's Bay Company and Lord & Taylor in numerous project management roles. Before returning to J.P.Morgan, she was most recently the COO at Tamara Mellon, a lifestyle fashion brand launched in 2013 by the founder of Jimmy Choo. Brooke received her B.A. from Princeton University, where she played Division 1 Field Hockey and Lacrosse, and competed in 4 Final Four Championships.
Active with her alma mater, Brooke has co-chaired her Princeton class Annual Giving effort for the last 15 years and has served on the board and most recently as Commodore of the Weekapaug Yacht Club in Rhode Island. She lives in Bronxville, New York with her family.
She holds FINRA Series 7 and 66 licenses.