Brooke Don

Business Development Associate

About Brooke

Brooke is a Business Development Associate at Summitry, where she supports the firm’s Business Development Principals across the full client acquisition process, from preparing prospect meeting materials and proposals to coordinating with referral partners, managing pipeline activity in the CRM, and planning client and prospect events.

Before joining Summitry full-time, Brooke earned a Bachelor of Arts in Communication with a minor in Technology Management from the University of California, Davis. She previously interned at YuJa, supporting the company’s sales efforts as a technical writing consultant by composing RFP responses. Brooke is launching her career after completing an internship in Barcelona, Spain, where she further developed a passion for public relations and interpersonal communication. She brings a relationship-driven mindset, strong interpersonal skills, and a strategic eye for detail, ready to drive team success and advance the Business Development team’s goals.

A Bay Area native, Brooke was drawn back to her hometown after graduation to stay rooted in her local community. Away from the office, she enjoys staying active through Pilates classes at local studios and a weeknight co-ed soccer league, while keeping a close eye on the latest developments in the fashion world.

Q & A

  • What are your favorite pursuits outside of work?

    Outside of work, I love staying active and expressing my creative side. I play in a co-ed soccer league, attend studio workout classes like Pilates, and follow the latest fashion trends. I also enjoy hands-on creative projects like crocheting and sewing, which give me a fun and focused way to unwind. 
  • Share a personal accomplishment that you’re particularly proud of.

    One accomplishment I’m particularly proud of was stepping out of my comfort zone to live and work abroad in Barcelona, Spain. Managing a social media internship in an international setting required adaptability, cross-cultural communication, and a newfound independence. Successfully navigating that experience strengthened my problem-solving skills and gave me a broader perspective that I bring into both my personal and professional life today.
  • Three words to describe the Bay Area.

    Dynamic, Vibrant, Inspiring
Person Image

SEE MORE OF Brooke’S ADVISORY TEAM

Back to All

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

President