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Discover Expert Insights with CPA Brooke Awtry | My-CPE

Brooke Awtry

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  • 4.4 / 5
  • Exit planning,
  • Private equity
  • Charitable planning
  • Marketing

Brooke Awtry is the Director of Marketing and Public Relations at Montage Partners, a people-first private equity firm located in Scottsdale, Arizona. Brooke is responsible for managing the firm’s brand, media relations, and creating and implementing all marketing strategies. She also consults with the firm’s portfolio companies on marketing initiatives and campaigns. Prior to joining Montage Partners, Brooke worked for the largest U.S. non-profit, Fidelity Charitable, where she oversaw a portfolio of high net worth clients, worked to improve team processes and efficiencies, and created educational materials and reports for clients. Brooke holds a bachelor’s degree with honors in English, a Master of Arts in Arts Management, and an MBA from Southern Methodist University in Dallas, Texas. 

Succession and Exit Planning CPE
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Succession and Exit Planning
  • CPA (US)
  • CMA
  • CVA
  • CPA/ABV
  • CPA/PFS
  • CFA
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  • 4.4
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