For financial advisors, by industry experts

Brooklyn Investment Group was co-founded by John Nay and Erkko Etula to empower independent financial advisors to scale in the digital era where personalization and automated tax management can unlock client engagement and growth.




Erkko Etula

CEO & Chief Investment Officer
  • Harvard Ph.D.

  • Former Goldman Sachs Managing Director and New York Fed Economist

  • Decade of investment experience at Goldman Sachs creating systematic strategies for wealth management clients


Oliver Goodenough

Chief Compliance Officer
  • Penn J.D.

  • Stanford Affiliated Faculty

  • Formerly at the Office of Financial Research of the U.S. Department of Treasury


John Nay

Chairman & Chief AI Officer
  • Vanderbilt Ph.D.

  • Founder & CEO of Norm Ai

  • Numerous Artificial Intelligence and Natural Language Processing publications


Markus Aakko

Chief Revenue Officer
  • Former PIMCO Executive Vice President

  • Former Goldman Sachs Managing Director

  • More than two decades of experience as a sales leader, solutions architect, portfolio manager and head of strategy

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Dan Finn

Chief Technology Officer
  • WashU B.S. in Computer Science

  • Former CTO of an investment firm

  • Former Senior Machine Learning Engineer at Capital One


David Wood

Chief Quant Strategist
  • University of Chicago Ph.D.

  • Former Head of Quant Strategies at a fintech firm

  • Former Quantitative Researcher at Credit Suisse


Antti Petajisto

Head of Equities
  • MIT Ph.D.

  • Former Portfolio Manager and Yale Professor

  • Decade of investment experience managing billions of dollars in quantitative equity portfolios for top hedge funds and asset managers

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Stella Binkevich

Head of Operations
  • Columbia Business School MBA

  • Former FinTech investment banker at Moelis & Co and Goldman Sachs

  • Former operations leader at several tech companies


Shahz Khatri

Head of Trading
  • Carnegie Mellon B.S. in Computer Science

  • Former Citadel Execution Services Lead Developer and Goldman Sachs quant

  • Two decades of experience executing and developing quantitative strategies


Elizabeth Stone

Head of People
  • Vanderbilt University M.S.

  • Former Research Operations for National Science Foundation funded project


James Daily

Head of Data Science
  • WashU J.D. and M.S. in Computer Science

  • Former Natural Language Processing Researcher and Lecturer at the Center for Empirical Research in the Law at WashU

Broader team

Our growing team of quant investors and software engineers comes from top financial institutions and universities.

Trademarks and other logos that illustrate team backgrounds do not imply any endorsement or other connection.


Company background

Brooklyn Investment Group is an SEC Registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for clients.

Over the past five years, Brooklyn Artificial Intelligence Research has developed an engine for customizing investment portfolios.


Brooklyn CEO Discusses "Operational Alpha" at Wealth Management EDGE Conference

Brooklyn Investment Group CEO, Erkko Etula, discusses the company's innovative approach to personalizing and tax-managing equity / muni portfolios at scale, while unlocking significant operational efficiencies for advisors - Brooklyn calls this "operational alpha."

See Full Interview

Nuveen Launches Innovative Multi-Asset, Custom Direct Indexing Portfolio

Nuveen, the investment manager of TIAA, has launched the Nuveen Tax Advantaged Balanced portfolio, which combines investment-grade municipal bonds and equities, featuring regular monitoring for automated tax-loss harvesting and rebalancing opportunities across both asset class sleeves.

See Full Press Release

Brooklyn Investment Group Launches Innovative American Depositary Receipts (ADR) Index in Partnership with Nasdaq

Brooklyn Investment Group, LLC in partnership with Nasdaq (Nasdaq: NDAQ), today announced the launch of the Nasdaq-Brooklyn ADR™ Index, designed specifically for direct indexing and tax-loss harvesting strategies implemented in separately managed accounts (SMAs) to address their greater liquidity requirements.

See Full Press Release

Archer and Brooklyn Investment Group Partner to Provide Asset Managers A.I.-Powered Custom Direct Indexing Solution

Strategic partnership enhances Archer’s ability to support asset managers’ ongoing efforts to meet demand for direct indexing and tax-optimized investment offerings

See Full Press Release

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Advisory services, including planning and portfolio management, are provided for a fee by Brooklyn Investment Group, LLC, a registered internet-only investment adviser and a wholly-owned subsidiary of Skopos Labs, Inc. For more information about Brooklyn Investment Group’s advisory services, see our Form ADV Parts 2A & 2B, Form CRS and other Disclosures.

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, Brooklyn Investment Group’s fee, and other expenses.

Brooklyn Investment Group, LLC does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Images, graphs and tools are for illustrative purposes only.

© Brooklyn Investment Group, LLC. All rights reserved.