Leadership
Leadership
Dean Zayed, JD, LLM, CFP®
Dean is the founder and CEO of Brookstone Capital Management LLC (BCM), a SEC Registered Investment Advisor. BCM has forged strategic relationships with independent investment advisors around the country who affiliate with BCM as Investment Advisor Representatives (IARs). In this capacity, the IARs are able to utilize BCM’s vast money management experience and infrastructure. This allows the IARs to provide their clients with BCM’s professionally-managed portfolios. As an independent firm, BCM is able to utilize a large array of investment options and vehicles, to create robust model portfolios that span varying levels of risk. BCM, through its network of IARs, provides comprehensive financial planning including asset allocation, retirement planning, education planning and portfolio management and is committed to offering a one-source solution for the management, growth, and preservation of its clients’ wealth.
Dean received his Bachelor of Arts Degree in Economics from Northwestern University. He completed the Business Institutions Program, the Undergraduate Leadership Program and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law. He received his Masters degree in Taxation (LLM) from Chicago-Kent College of Law. Dean is a Certified Financial Planner (CFP®) and holds the Illinois insurance license for life, health and long-term care.
Matt Lovett
Matt has over fourteen years of comprehensive compliance experience having previously served in several positions including CCO for both broker-dealers and RIAs. He was responsible for overseeing all aspects of compliance for over 200 associated persons, including providing guidance on complex broker-dealer and investment advisor issues; FINRA, SEC, MSRB and state securities rules and regulations; and developing and implementing compliance policies and procedures. He has guided firms through several SEC, FINRA and state regulatory investment advisor audits and implements practical solutions to meet regulatory requirements. Matt started in the financial services industry as a bank affiliated registered financial specialist and holds multiple licenses including the Series 6, 7, 24, 53, 63, 66, 79, 87 and 99. He received a B.A. in Economics from the University of Maryland.
Darryl Ronconi
Darryl Ronconi joined Brookstone as Chief Operating Officer in 2015. Prior to joining Brookstone, Darryl was the COO/CIO of Genworth Financial Investment Services (GFIS) which was comprised of a FINRA registered Broker-Dealer and a SEC Registered Investment Adviser that had over 2,200 Advisers and $15B in AUM. While at GFIS, Darryl was a member of the Senior Leadership Team, a Board of Directors member, and a voting member on the RIA Investment Committees and B-D Product Approval Committee. He participated in all facets of running the GFIS Broker-Dealer and RIA businesses while directly overseeing Technology, Operations, and various Business teams. He has led numerous multi-million dollar strategic initiatives throughout his career including acquisitions and organic business programs that have dramatically increased revenue and reduced costs. Darryl played an integral role in quickly growing GFIS from 300 Advisers with $2B in AUM to 2,200 Advisers with $15B in AUM. Darryl holds a Bachelor of Science in Finance from the University of South Florida and a Master of Science from DePaul University. Darryl held FINRA 7, 24, and 63 licenses.
Mark DiOrio, CFA
Mark DiOrio joined Brookstone as the Chief Investment Officer in 2015. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.