
Brook Kramer brings a dynamic and deeply human approach to the world of wealth management, leading with purpose and a commitment to long-term impact. As national head of family wealth and managing director at Fifth Third Bank, she works with affluent families to shape philanthropic strategies, facilitate complex family governance structures and encourage meaningful next-generation involvement. She engages clients in conversations that go beyond balance sheets, helping them articulate philanthropic identities and craft mission statements that reflect shared values.
Ms. Kramer’s academic foundation includes a Bachelor of Business Administration from the University of Denver. She has deepened her expertise through advanced certifications, including a credential in family enterprises and wealth from Columbia University and designation as a chartered advisor in philanthropy through The American College of Financial Services. In addition to holding several securities licenses through FINRA, she is a certified trust and fiduciary advisor through the American Bankers Association. Her academic and professional credentials support her ability to advise families with both financial sophistication and emotional intelligence.
Ms. Kramer’s journey into the financial sector began with her role as an institutional consultant at UBS, which laid the groundwork for her future in advising high-net-worth individuals and institutions. She went on to co-found a registered investment advisory firm, working as chief consulting officer. During this period, she refined her leadership style and gained firsthand experience in building a client-focused business model rooted in personalized service and fiduciary responsibility.
Ms. Kramer was later the vice president and relationship manager at First Western Trust, followed by progressively senior leadership positions at Wells Fargo, Bank of the West and BMO Family Office. These roles allowed Ms. Kramer to expand her influence in philanthropic planning, impact investing, and fiduciary oversight across multiple regions and client segments. Her ability to balance strategic thinking with authentic client relationships has made her a respected leader in an industry that is rapidly evolving to meet changing generational expectations.
Beyond her corporate responsibilities, Ms. Kramer is actively involved in civic and nonprofit initiatives. She serves on the board of trustees for Mile High United Way and on the impact investing committee at The Denver Foundation. Her advocacy for women and girls is reflected in her contributions to The Women’s Foundation of Colorado and Girl Scouts of Colorado. Her leadership was recognized by Women We Admire with the “Forging New Frontiers: Colorado’s Women Leading with Purpose” honor, acknowledging her influence in the financial and philanthropic sectors.
In her personal life, Ms. Kramer finds joy in the outdoors through skiing, camping and whitewater rafting. Travel is another of her passions, offering her both inspiration and perspective. As a mother of two adult sons, she is especially committed to modeling resilience, purpose and possibility for the next generation of women in finance.
Looking ahead, Ms. Kramer intends to reshape wealth management by placing greater emphasis on human capital development within families. She believes that financial success is strengthened by cultivating trust, emotional intelligence and communication across generations. By fostering inclusive workplace cultures and supporting professionals in their own growth, she aims to lead a new era of family wealth advisory that centers people as much as portfolios.