The investment team consists of 17 investment professionals. Each member of our team brings different skills, foremost being our experience as investors in venture stage companies and working through everything from recruiting technical talent to executing acquisitions.
Member of Investment Committee
Walter is passionate about supporting and partnering with management teams. Walter is an enthusiastic advocate for effective governance and serves as the Chairman of the Board for RobbinsKersten Direct, Allegiance Group, and Coronis Health. He also serves as a Director on the boards of Orbis Technologies and FarmMarketiD. Walter is the President of the Board of Osceola Foundation, a charitable foundation focused on the conservation, preservation, and stewardship of Nantucket Island.
Prior to joining the venture field, Walter had a 20 year career as an operating executive. He has served as CEO, President, and/or EVP of seed and expansion stage companies from inception to over $50 million/year in revenue. At Brook he offers portfolio companies counsel and mentoring in sales, business development, and overall strategy based on his operating background. He specializes in helping Brook companies implement sales & marketing strategies that accelerate predictable revenue growth.Outside the office
Walter is an avid skier and master alpine racer. He and his wife are active sailors and enjoy family activities with their three children.
Frederic H. Morris
Member of Investment Committee
Fred Morris offers our portfolio companies experienced guidance on accelerating growth in the midst of fast-paced change. With more than 35 years of involvement in expansion issues from an investor, lender, and executive point-of-view, Fred supports entrepreneurs by helping them build effective sales organizations and navigate complex management and financial decisions.
Fred developed his distinctive leadership perspective through a career in commercial banking as well as service in the U.S. Navy. Following graduation from Yale with a degree in economics, he joined the Reserve Officer Training Corps during the Vietnam War and quickly earned “Officer of the Deck” certification and Lieutenant ranking.
Upon completing his Navy service, he earned an MBA with a concentration in finance from Harvard Business School and entered banking, where he established a reputation for leading high-growth commercial lending units at the Northeast’s leading institutions. His business development success at First National City Bank (now Citibank) and U.S. Trust Company in New York caught the attention of Boston’s State Street Bank & Trust Company in 1978. There, as a Senior Vice President and member of the Management Committee, he formed a specialized lending division with a focus on media/cash flow lending. He rapidly grew the division to $500 million, including a number of mezzanine investments. He then focused on new ventures within State Street, eventually directing all new product development.
In his role as partner, Fred’s experience in hiring and managing sales organizations with the capability to drive rapid growth creates value for entrepreneurs, their boards, and our investors. He has served in board roles for more than a dozen portfolio companies, with current Director positions at Atlas Watersystems, Inc.; Bioscan, Inc.; HistoRx, Inc., Laser Production Technologies, Inc.; Verge Solutions, LLC; PointCare Technologies, Inc.; Security Innovations, Inc.; and Telematch, Inc. He applies his expertise as an active member of their compensation, audit, sales and marketing committees.
Although raised on Long Island, Fred’s New England roots trace back to his education at St. Paul’s School in Concord, NH. He currently serves in leadership roles at several organizations that foster the region’s economic growth: he is a Director on the board of Boston’s North Shore Technology Council, the North Shore Innoventure Center, and the Connecticut Venture Group.
Outside the office
Fred and his wife enjoy time with their two adult children and young grandson. Fred also takes advantage of New England’s natural assets in all seasons, including upland game shooting with his three English setters, skiing, and golf. An avid sailor, he serves as Treasurer of the Manchester Yacht Club.
Edward C. Williams, III
Member of Investment Committee
As a Partner at Brook, Ned helps expansion stage companies accelerate business development and sales and marketing growth with a level-headed approach that reflects his broad-based business and investment experience. He also serves on Brook’s Investment Committee and Board of Directors.
Helping entrepreneurs and investors succeed is Ned’s passion. He relies on proven best practices to support sustained growth trajectories and identify compatible acquisition targets. With a discerning eye for creativity and balance, he builds management teams and Boards that collaborate effectively to achieve strategic and operational success. Portfolio companies such as V12 Data, Cole Information, Certica and Baby Earth draw on Ned’s command of sales and marketing to refine strategic positioning and excel in competitive industries.
Ned leverages his past experience and lessons learned in corporate finance, sales, and marketing to help portfolio companies avoid potholes and optimize growth. Before joining Brook, he served as lead investor in FreeMarkets OnLine, Constant Contact and a series of other successful ventures. In the early ’90s Ned worked in Morgan Stanley’s Global Asset Management Division, where he helped market more than 25 IPOs, including Netscape and the spinout of Lucent Technologies from AT&T.
Ned enjoys contributing to the growth of New England’s innovation economy. He is a director and steering committee member of The Massachusetts Medical Device Development Center, and he sits on the Executive Committee member of the University of Massachusetts Technology Advisory Council.Outside the office
Outside the office, he enjoys golf, skiing, upland game shooting, fly fishing, cycling, and coaching his kids’ athletic teams.
Member of Investment Committee
Brennan leads new investments working with companies that have a proven business model and are looking to accelerate growth through enhanced sales and marketing. He focuses on investments in Healthcare Information Technology, B2B Software, and Tech-Enabled Services.
Brennan serves as the Chairman of the Board for Medicus IT and as a Director on the Board of Medicine-On-Time. He is also a Board observer at seven Brook portfolio companies. Brennan engages across the Brook Venture portfolio in evaluating acquisitions and developing organic growth strategies. He is passionate about helping entrepreneurs build an effective team and detailed plan to scale rapidly.
Brennan earned his BA in Finance from the University of Rochester in three years and holds an MBA from the Simon School of Business. While in business school he spent time with the Rochester Angel Network evaluating deals in the medical technology space.Outside the office
Brennan enjoys the outdoors and is an avid traveler. Outside of the office he can be found snowboarding, hiking, or pursuing the latest adventure sport. Brennan is a strong advocate for giving back to the community and co-founded Original Standard, a small Boston based non-profit.
Head of Financial Planning and Analysis
Member of Investment Committee
As a Partner and Head of Financial Planning and Analysis at Brook, Kyle works closely with our portfolio companies to manage their financial reporting, analysis, and planning. He is also engaged in evaluating strategic acquisition opportunities for these companies as they arise. Kyle is passionate about helping companies execute on their strategy and, ultimately, drive increased enterprise value.
Prior to joining Brook, Kyle held financial management positions at Travelers and Kodak. In these roles he was focused on financial planning and analysis, as well as reporting at both the corporate and business unit levels. Kyle received his MBA from the Simon Graduate School of Business at the University of Rochester, completing concentrations in Finance and Corporate Accounting. He earned his BS in Corporate Finance from St. John Fisher College in Rochester, NY, where he graduated summa cum laude.Outside the office
Outside of the office, Kyle enjoys biking, golf, and traveling with his wife.
Director, Finance & Operations
As the Director of Finance and Operations, Jenn focuses on many detailed finance and operational duties including the preparation of financials statements and budgets, fund and limited partner reporting, annual audits, human resources, and investor relations. Prior to working at Brook, Jenn served as a healthcare consultant for a management consulting firm. Jenn is a graduate of UMASS Boston with a BA in Psychology.Outside the office
Outside of Brook, Jenn enjoys cooking, traveling, and spending quality time with her family.
Director, Investor Relations
As Director of Investor Relations, Kellie focuses on Brook’s fundraising and investor relations activities. Kellie accompanies Brook partners in building lasting relationships with Brook’s Limited Partners as well as maintaining superior communication and LP reporting. Kellie received a BA, magna cum laude, in Public Relations and Marketing Communications from Simmons College, and is a scholar of Lambda Pi Eta, National Communications Honor Society. Prior to joining Brook, Kellie worked for TA Associates where her primary responsibilities were managing fundraising activities and reporting for TA managed funds’ LPs; Kellie began her career at John Hancock Mutual Funds.Outside the office
Outside of the office, Kellie enjoys skiing, hiking, and running; she and her husband also enjoy time with their two young children.
Nichole manages Brook Venture Fund II’s accounting and operations. Nichole’s expertise, integrity, and focus on continual improvement provide significant value to our firm.
Nichole is a graduate of Salem State College, where she earned a BS in Business Administration with an Accounting concentration. After serving as a staff accountant for S. Mullen & Associates, she joined Brook in 2004 as the Manager of Administration & Finance. Nichole then went on to earn her MBA from Endicott College. Currently, Nichole’s scope of responsibilities include the preparation of financial statements for our SBIC; fulfilling our compliance requirements and regulatory reporting with the SBA; and overseeing annual audits of the SBIC and the SBA’s annual examinations.Outside the office
Outside of the office, Nichole appreciates time outdoors—from biking, hiking, skiing, gardening to spending quality time with her family.
As a Senior Associate at Brook, Amit works closely with several of our portfolio companies to help with their financial reporting, analysis, and planning. He also assists in evaluating strategic acquisition opportunities for our portfolio companies as they arise.
Academically, Amit has received his BA from Bentley University, his MBA from the University of Rochester, and has completed all three levels of the CFA exam. Professionally, he has held corporate finance positions at Liberty Mutual, Constellation Brands, and Remy Cointreau, with responsibilities primarily focused in FP&A and Corporate Development.Outside the office
Outside of Brook, Amit enjoys to ski, golf, and travel with his family.
As an Associate at Brook, Scott works closely with several of our portfolio companies to help with their financial reporting, analysis and planning. He also assists in evaluating strategic acquisition opportunities for our portfolio companies as they arise.
Scott received his MBA from the University of Rochester, a B.S. in Business Administration from St. John Fisher College, and has completed all three levels of the CFA curriculum. Prior to Brook, Scott held roles in Corporate Finance as well as Equity Research.Outside the office
Outside of Brook, Scott enjoys playing and watching sports, as well as traveling with his wife.
As an Associate at Brook, Pat works closely with several of our portfolio companies to help with their financial reporting, analysis, and planning. He also assists in evaluating strategic acquisition opportunities for our portfolio companies as they arise.
Prior to Brook, Pat was a Global Equity Research Analyst at Eaton Vance investing in companies within the media, business services, chemicals, and packaging sectors. Pat received his BA in Economics from Hamilton College and is a CFA® charterholder.Outside the office
Outside of Brook, Pat enjoys playing golf, softball, taking long flights to new places, and Boston sports.
As an analyst at Brook Venture, Eli is responsible for working with Brook’s existing portfolio companies to pursue strategic growth initiatives through mergers and acquisitions. He performs sourcing, qualification, and evaluation of potential bolt-on acquisitions. Eli actively engages with company executives to discuss sales, technology, and strategic value.
Eli earned a BA in Economics from Syracuse University with a minor in political science. While in school, Eli participated in multiple extracurricular groups including the club lacrosse team along with the investment and economics clubs. Coming from a very entrepreneurial family, Eli has lots of exposure working with small businesses. He, alongside his older brother and sisters, was one of the founding members of a family owned and operated Christmas tree sales company in Brooklyn, NY. Prior to joining Brook, Eli worked as an investment research analyst in private wealth management.Outside the office
Outside of the office, Eli enjoys bass and fly fishing, skiing, and spending time in Acadia.
As an administrative assistant, Ashley provides executive-level support to the Partners at Brook. In addition, Ashley works closely with the Director of Finance and Operations to assist with detailed accounting tasks and maintain the day-to-day operations of the office.
Ashley earned her BA in Communication from The University of New Hampshire and is a scholar of Lambda Pi Eta, National Communications Honor Society. Prior to joining Brook, Ashley worked in various coordination and legal roles within the finance field.Outside the office
Outside of Brook, Ashley enjoys volunteering, hiking with her Mini Labradoodle, reading and spending time with her family and friends.
As an analyst at Brook Venture, Cameron is responsible for new deal origination and oversees the sourcing, evaluation and execution of new investments for Brooks active funds. Cameron focuses on identifying untapped markets with extraordinary growth opportunities and actively engages with company executives to discuss sales, marketing and strategic value. Cameron also identifies accretive merger and acquisition opportunities for Brook’s existing portfolio companies through financial analysis and market research.
Cameron earned a BA in Economics from University of Colorado. While in school, Cameron had the opportunity to blend his entrepreneurial spirit and passion for skiing by working at an action sports media production group. Prior to joining Brook, Cameron began his career in Sales and Marketing.Outside the office
Outside of the office, Cameron is an avid skier who also enjoys golfing, deep sea fishing and surfing.
As an analyst at Brook Venture, Mike is responsible for working with Brook’s existing portfolio companies to pursue strategic growth initiatives through mergers and acquisitions. He performs sourcing, qualification, and evaluation of potential bolt-on acquisitions. Mike actively engages with company executives to discuss sales, technology, and strategic value as well as identifying accretive merger and acquisition opportunities for Brook’s existing portfolio companies through financial analysis and market research.
Mike earned a BA in Administration of Justice from Salve Regina University. While in school Mike was part of the Men’s lacrosse and tennis team. Mike began his career in business development for a startup called Resilient Systems, which was later acquired by IBM. Prior to joining Brook, Mike was involved with Product Management for J.P. Morgan in Boston.Outside the office
Outside of the office Mike works as a NCAA Division 1 ice hockey official for the Atlantic Hockey Conference.
Robert Spencer Jr.
As an analyst, Rob is responsible for new deal origination and the sourcing, evaluation and execution of new investments for Brook’s active funds. Rob focuses on identifying untapped markets with extraordinary growth opportunities and actively engages with company executives to discuss sales, marketing and strategic value. Rob also identifies accretive merger and acquisition opportunities for Brook’s existing portfolio companies through financial analysis and market research.
Rob graduated cum laude with a B.S. in Accounting & Financial Management and a minor in Classics from Bucknell University. While at school, Rob served as Treasurer of the student government. Prior to joining Brook, Rob began his career in sales and business development at Oracle.Outside the office
Outside of work, Rob enjoys playing the piano, running, fishing and surfing.
As an analyst at Brook Venture, Don is responsible for working with Brook’s existing portfolio companies to pursue strategic growth initiatives through mergers and acquisitions. He performs sourcing, qualification, and evaluation of potential bolt-on acquisitions. Don actively engages with company executives to discuss sales, technology, and strategic value.
Don earned a double major at the Florida State University, receiving his BS in Finance and Professional Sales. While in school, Don was involved with FSU’s sales team and held leadership positions within several organizations. Prior to joining Brook, Don began his career with John Hancock Financial Services.Outside the office
Outside of the office Don enjoys traveling, mountain biking, and golf.
Team Photo Gallery
Brook offsite September 2016: Camden, Maine
Brook offsite September 2016: Camden, Maine
Brook offsite February 2017: Sheldon, South Carolina
Brook Sailing Day July 2016: Manchester-by-the-Sea, MA
Brook Holiday Sweater Competition 2016