SOURCE: Clearbrook Financial

March 18, 2008 10:09 ET

Alternative Investments Veteran Bob Alderman Joins Clearbrook Financial

PRINCETON, NJ--(Marketwire - March 18, 2008) - Clearbrook Financial, LLC, (Clearbrook) an independent financial services firm that provides tailored solutions to high-end investment advisors, institutions, multi-family offices and investment managers, announced today that Bob Alderman has joined the firm as a Managing Principal.

With over two decades of experience in the development and management of alternative investment products, Mr. Alderman is charged with building the alternative investment platform at Clearbrook and will oversee the firm's entire product offering across its retail, family office and institutional segments. "I look forward to developing a comprehensive suite of flexible investment solutions that advisors can deliver to their high-net-worth clients," Alderman said. "It's imperative to me to be able to offer advisors the very best client-driven product offerings available, without pressure from Wall Street or any outside institution."

Prior to joining Clearbrook Financial, Mr. Alderman was a Managing Director at Merrill Lynch, where he was responsible for the global distribution and development of the firm's alternative investment offerings. Alderman was also one of the key drivers behind the creation of Merrill Lynch's highly successful HedgeAccess Program.

"We believe a carefully crafted alternative investment program allows us to enhance the comprehensive services we deliver, giving advisors and their clients unique investment options imperative to success in today's financial markets," said John Galvin, President of Clearbrook Financial. "Bob's vast experience in the alternative space will enable us to deliver solutions specifically geared to the needs of independent advisors and their clients."

"Bob is an industry veteran and we are excited that he has joined our firm," stated John Morris, Chief Executive Officer of Clearbrook Financial. "His hire, along with the recent addition of Clearbrook Financial President, John Galvin, gives our firm the deep resources and talent needed to expand the solutions that we offer to the RIA community. The addition of hedge funds, managed futures funds and private equity complements our current stable of approximately 200 separate account mandates. As assets continue to flow into separately managed accounts and alternatives, I believe Clearbrook will become the gateway for those advisors looking to broaden and differentiate their product offering."

About Clearbrook Financial

Clearbrook Financial is an independent financial services firm, providing unique investment products and portfolio solutions to investment professionals who serve institutions and affluent individuals. The firm currently has $10 billion in assets under administration and advisement. For more information, visit

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