Team

Sarah Whitman leads Bedrock Broker’s Client Relations division with a dedication to building meaningful, long-lasting partnerships. With a career grounded in wealth management and institutional advisory, Sarah is responsible for ensuring that every client interaction reflects the firm’s values of trust, integrity, and excellence. She has an innate ability to connect with diverse clients—from families seeking wealth preservation to multinational corporations navigating complex investments. Sarah’s personalized approach and commitment to transparency have earned her recognition as one of the most client-focused leaders in the industry. Under her leadership, the division has strengthened Bedrock Broker’s global reputation for bespoke service, consistently achieving high satisfaction and loyalty rates. Sarah believes that financial consulting is not just about delivering solutions but about understanding people, their goals, and their aspirations—and then walking with them every step of the way.

David Fisher brings over two decades of leadership in wealth management, inheritance planning, and cross-border asset allocation, making him one of the most trusted authorities in his field. At Bedrock Broker Brokers, David heads the Global Asset Management Division, where he oversees a diverse portfolio designed to protect generational wealth while creating sustainable opportunities for growth. What distinguishes David is his unique dual capacity. In addition to his role at Bedrock Broker, he also serves as a senior consultant and affiliated advisor with Park Avenue Securities, a highly respected U.S.-based financial services firm known for its client-first approach to investment management and insurance solutions. His work with Park Avenue Securities has sharpened his insights into regulatory environments, succession strategies, and global financial architecture—insights he brings directly into his leadership at Bedrock Broker. David’s expertise centers on inheritance structuring and asset allocation, where he designs tailored strategies for families, corporations, and institutions navigating the complexities of intergenerational wealth transfer. He has successfully guided clients through estate transitions, portfolio diversification, and wealth preservation across multiple jurisdictions, ensuring that assets remain both protected and strategically positioned for future growth.

Emily Clarke spearheads Bedrock Broker global Risk and Compliance division, ensuring that the firm operates with the highest levels of integrity and regulatory alignment. With extensive expertise in global compliance frameworks, financial regulation, and risk mitigation, Emily has established herself as a guardian of both the firm’s reputation and its clients’ trust. Her approach to risk is both proactive and strategic. Emily not only ensures compliance with global and local standards but also integrates risk management into the fabric of Bedrock Broker decision-making. This ensures that innovation and growth are always underpinned by responsibility and accountability. Emily has successfully implemented enterprise-wide compliance initiatives that have strengthened internal governance and set new industry benchmarks. She is driven by the conviction that in finance, trust is the ultimate currency, and it can only be built on a foundation of transparency, ethics, and consistency

Jonathan Myers serves as Bedrock Broker’s Chief Operating Officer, where he oversees the firm’s global operations, ensuring seamless delivery of services across all markets. With a background spanning international finance, operations strategy, and large-scale transformation projects, Jonathan plays a pivotal role in aligning Bedrock Broker day-to-day execution with its long-term vision. He is widely respected for his ability to balance efficiency with innovation. Jonathan has led multiple initiatives that streamlined processes, modernized infrastructure, and enhanced cross-border collaboration. His work ensures that Bedrock Broker's clients, regardless of region, experience the same uncompromising standards of service and precision. Beyond operations, Jonathan is passionate about building strong internal cultures. He believes that the firm’s strength lies in empowering its people and fostering collaboration across teams and geographies. His leadership style combines strategic foresight with operational rigor, ensuring that Bedrock Broker remains agile, scalable, and client-first in a rapidly evolving financial landscape.

As Chief Financial Officer, Richard Hale provides the financial backbone of Bedrock Broker Brokers. He oversees global financial planning, corporate reporting, risk assessment, and strategic capital allocation, ensuring that the firm maintains its strength in an increasingly competitive marketplace. Richard’s career spans investment banking, private equity, and financial advisory, where he earned a reputation for his sharp analytical mind and uncompromising integrity. At Bedrock Broker, he has championed financial transparency and efficiency, building frameworks that allow the firm to adapt quickly while maintaining long-term stability. He has played a critical role in supporting Bedrock Broker’s international expansion, identifying growth opportunities while safeguarding financial discipline. Richard is a firm believer that numbers are not just metrics but strategic tools that, when properly harnessed, enable bold moves with confidence. His leadership ensures Bedrock Broker remains a financially secure and forward-looking organization.

Franklin Grant brings over two decades of leadership in financial consulting, investment strategy, and corporate advisory. As the visionary CEO of Bedrock Broker Brokers, he has played a pivotal role in driving the firm’s expansion across global markets while maintaining its reputation for trust, integrity, and innovation. Known for his strategic foresight and people-first leadership style, Franklin has guided organizations of all sizes—from Fortune 500 companies to ambitious startups—through complex financial challenges. His commitment lies in empowering clients with the right strategies to achieve long-term growth and resilience in today’s rapidly shifting economic landscape.