Phone : (621) 555 6789   |   Mail


Founded in 1996, Brooktree Capital Management is operated by Brian R. Ellis and Hunter E. Lewis, CFA. We maintain a highly customized approach to investing that seeks to purchase securities for clients from a value perspective.

Our strategies are primarily designed to appeal to those whose assets (and income) are subject to taxes. This requires an entirely different approach to be successfulThis philosophy drives our company, and our clients share it.


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Brian R. Ellis

Brian R. Ellis, President of Brooktree Capital Management, is a lifetime native of West Michigan. He has a Bachelor of Business Administration degree from the University of Notre Dame with a major in accountancy, and a Masters of Business Administration (MBA) from the University of Michigan with a concentration in Finance. Brian believes in public service and giving back to the community and has served as a volunteer in various community organizations.

Hunter E. Lewis, CFA
Vice President-Portfolio Manager

Hunter drives the investment selection process at Brooktree Capital Management, with a distinct focus on long term, fundamental, value investing. He is a graduate of Grand Valley State University and he has earned the right to use the Chartered Financial Analyst (CFA) designation. Hunter is a native of West Michigan and has held numerous leadership positions within the CFA Society of West Michigan.