Brock Hastie is Managing Partner. Brock provides financial planning and general investment advice to clients. He prepares retirement plans and coordinates account set-up, transfer and implementation for new clients. He coordinates recommendations regarding investments, seasonal moves and other active trading.
Brock has a BA in economics from DePauw University and an MBA with Distinction in finance and corporate strategy from the University of Michigan. He spent six years at Intel Corporation in Portland, Oregon as a financial executive. Most recently at Intel Capital, Brock headed up the Mergers and Acquisitions finance team. Prior to business school, Brock worked with Davis Financial Group, a small investment banking firm in Denver, Colorado.
1992, BA, DePauw University, Economics Major
1999, MBA, University of Michigan Business School, Finance & Corporate Strategy Major, Graduated with Distinction
1994-1996, Senior Financial Analyst, Neodata Corporation
1996-1997, Investment Analyst, Davis Financial Group
1999-2005, Senior Finance Manager, Intel Corporation
2005-2009, Managing Director, Pattern Recognition Management, Inc.
2005-present, Vice President and Portfolio Manager, Retirement Income Solutions, Inc.
• Vice President, Board of Directors, Habitat For Humanity of Huron Valley
• Board of Trustees, City of Ann Arbor Employees' Retirement System
• Coach, various elementary school sports