Meet the talented people who make Brotherton Investment Consultants a success.
Donna K. Brotherton, CFA
Donna Brotherton began her career in the investment industry in 1987, with James Investment Research, Inc., an Ohio-based institutional investment advisory firm. While at James, Donna held the positions of Securities Analyst, Compliance Officer, Portfolio Manager and Vice-President/Director of Marketing. Her duties included managing client portfolios, serving as a member of the firm’s Investment Committee, and developing the corporate marketing plan.
In 1997, Donna served as a National Accounts Manager for Banc One Investment Advisors. She was responsible for the marketing and external distribution of the One Group Family of Funds to investment firms and brokerage houses at the national level. In 1998, Donna became an owner and managing partner of Brotherton Investment Consultants, LLC, a SEC-Registered Investment Advisor.
Donna is a two-time graduate of Wright State University in Dayton, OH, where she received her Bachelor of Science degree in Marketing, and her Masters degree of Business and Administration, with a concentration in Finance. Donna also earned her Chartered Financial Analyst designation from the CFA Institute in Charlottesville, VA.
Donna is a member of the Phoenix CFA Society, and the CFA Institute. Donna currently resides in North Phoenix with her husband, John, their three sons, and twin daughters.
John L. Brotherton, CFP®
John Brotherton began his career as a financial advisor in 1981, with Integrated Resources, Inc. Since that time, John has worked for various financial institutions, including Inland, American Express Financial Advisors, Security Pacific Bank, and the Acacia Group. In 1998, John became an owner and managing partner of Brotherton Investment Consultants, LLC, a SEC-Registered Investment Advisor.
John attended Emmaus Christian College in Oak Park, IL and Arizona State University in Tempe, AZ, where he majored in Finance. John received his board designation as a Certified Financial Planner (CFP) from the College of Financial Planning in Denver, CO, and is currently pursuing his Chartered Financial Analyst (CFA) designation from the CFA Institute in Charlottesville, VA.
Ryan M. Garrison
Ryan Garrison entered the investment industry in 1998 as a portfolio specialist for The Acacia Group. Ryan joined Brotherton Investment Consultants in 1999 as a Systems Administrator and is now a Partner of the firm.
Ryan serves as Director of Operations, and manages the day-to-day functions of the firm. Ryan also meets with clients to review their portfolios, maintains Brotherton’s computer network, and oversees performance report generation and securities trading.
Prior to working in the investment field, Ryan was employed by Insight Computers as a corporate sales associate. Ryan also worked for Chase Manhattan Bank, where he served as a credit card fraud specialist.
Ryan is a two-time graduate of Arizona State University in Tempe, AZ, where he received his Bachelor of Science degree in Finance and his Master’s degree of Business and Administration.
Ryan is a Phoenix native, and currently resides in Central Phoenix with his wife, Asia and their two sons.
Natalie Corry
Natalie Corry began her career with Brotherton Investment Consultants during the summer of 2005 as an intern, and she rejoined the firm full-time in 2009 as an Operations Specialist.
Natalie’s duties include generating investment reports, assisting with securities trading, and fulfilling client service requests. She is also responsible for managing the firm’s business development efforts.
Prior to working with Brotherton, Natalie was a client coordinator for Crosby|Wright Advertising, and she also worked for Target Corporation as an Executive Team Leader. Natalie was born in Austin, TX. She graduated from The University of Arizona with a Bachelor of Science degree in Business Management.
Natalie currently resides in Chandler, AZ with her husband, Tyler.