Parker Roy
About Parker Roy
Parker Roy is the Managing Director at Brookfield Oaktree Wealth Management Solutions, with over three decades of experience in the financial industry, including significant roles at Cushing Asset Management and Morgan Stanley Smith Barney.
Title
Parker Roy is the Managing Director at Brookfield Oaktree Wealth Management Solutions, a division of Brookfield Asset Management. He has held this position since joining the company in May 2017.
Current Role at Brookfield Asset Management
Parker Roy currently oversees operations at Brookfield Oaktree Wealth Management Solutions. His role includes managing large portfolios of office properties, infrastructure, renewable power, and private equity investments. He is based in the Greater New York City Area.
Career at Cushing Asset Management
Parker Roy worked at Cushing Asset Management, LP, a subsidiary of Swank Capital, from 2010 to 2017. He held the title of Senior Managing Director and Head Of Business Development. During his tenure, he operated from the Dallas/Fort Worth area.
Roles at Morgan Stanley Smith Barney
Parker Roy's tenure at Morgan Stanley Smith Barney spanned from 1995 to 2010. He held multiple roles, including Financial Consultant in New Orleans, Louisiana (1995-2005), Regional Business Development Director in Miami, Florida (2005-2008), and National Business Development Director in the Greater New York City Area (2008-2010).
Education and Academic Background
Parker Roy holds a Master of Business Administration (MBA) from Tulane University - A.B. Freeman School of Business, achieved between 2000 and 2002. He also earned a Bachelor of Arts (BA) in Economics from Rollins College, which he completed between 1982 and 1986.
Industry Expertise
Parker Roy has extensive experience in sales strategy, execution, data integration, and platform development within the wealth management space. His career in the financial industry spans over three decades, making him well-versed in various aspects of portfolio management and business development.