September 30, 2016 8:23 PM ET

Capital Markets

Company Overview of Brinker Capital Holdings, Inc.

Company Overview

Brinker Capital Holdings, Inc., an investment management company, provides managed account and mutual fund investment programs to individual and institutional investors in the United States. It offers investment manager due diligence, asset allocation, portfolio construction, and client communication services to financial advisors. The company also provides online investment advisory and wealth management tools, trust and lending service, specialized investment management services, hedge fund and principal protected investment strategies, and sales and marketing services. Brinker Capital Holdings, Inc. was founded in 1987 and is headquartered in Berwyn, Pennsylvania.

1055 Westlakes Drive

Suite 250

Berwyn, PA 19312

United States

Founded in 1987

Phone:

610-879-5500

Fax:

610-407-8331

Key Executives for Brinker Capital Holdings, Inc.

Chief Executive Officer, Member of Investment Management Committee, and Member of Finance Committee
Founder and Executive Chairman
Chief Financial Officer
Director of Operations
Managing Director of National Accounts
Compensation as of Fiscal Year 2016.

Brinker Capital Holdings, Inc. Key Developments

Brinker Capital Holdings, Inc. Presents at The RIA East Investment Forum, Jun-28-2016 10:40 AM

Brinker Capital Holdings, Inc. Presents at The RIA East Investment Forum, Jun-28-2016 10:40 AM. Venue: Renaissance Boston Waterfront Hotel, 606 Congress Street, Boston, MA 02210, United States. Speakers: John E. Coyne, Vice Chairman, Chairman of the Best Practices Committee, Member of Management Committee, Member of Finance Committee and Member of the Investment Committee.

Brinker Capital, Inc. Announces Changes Within its Investment Team

Brinker Capital, Inc. announced changes within its investment team. Chief Investment Officer, Bill Miller has resigned, effective immediately. Jeff Raupp, currently Senior Investment Manager, and Chris Hart, currently Core Investment Manager, have been promoted to Senior Vice Presidents and have assumed leadership of Brinker Capital’s investment team on an interim basis, reporting to Chuck Widger, Executive Chairman. Jason Moore, formerly Managing Director at Morgan Stanley Wealth Management, will be joining Brinker Capital on June 8, 2016 as its Chief Administrative Officer. He will be responsible for the administrative management of the investment team.

Brinker Capital Announces Management Appointments

Brinker Capital announced the appointments of Ed Kelly to Executive VP of National Sales; John Solomon to Executive VP, Wealth Advisory; Roddy Marino to Executive VP of National Accounts and Distribution; Michael McAleer to Retirement Plan Services National Sales Manager; and Mike Cole to Regional Director. Achieving promotions within the Brinker Capital sales and distribution teams are Ed Kelly and John Solomon. Ed Kelly has been promoted from National Sales Manager to Executive VP of National Sales. He now has responsibility for the national sales team, internal sales desk, and Retirement Plan Services group. Ed will continue to serve on the Brinker Capital Distribution, Operating and Management Committees. Since joining Brinker Capital in June of 2012, Ed has led the firm’s sales efforts and served the company’s financial advisor partners. John Solomon has been promoted from Regional Director to Executive VP of Wealth Advisory. In his new role, John will lead the team responsible for the growth of the Brinker Capital Wealth Advisory business. Throughout his 21 year career, John has been committed to helping advisors build profitable businesses with a focus on helping clients meet their goals. Since joining Brinker Capital in June of 2007, John has played an integral role in Brinker Capital’s success through his proven efforts in the southeast region of the United States. Roddy comes to Brinker Capital with over 20 years of sales experience and an extensive background of building successful distribution channels. Roddy will interface with all departments to ensure that the firm is properly positioned with the firm’s strategic business partners to drive the success of the sales team. Prior to joining Brinker Capital, Roddy most recently served as the Managing Director, Head of Advisory Sales for Allianz Global Investors. He also held positions at Chartwell Investment Partners, Turner Investment Partners, and Rittenhouse Financial Services. Michael brings a decade of sales and retirement experience to Brinker Capital, most recently serving as Vice President and Northeast Sales Manager of Retirement Business Services at Charles Schwab. As Retirement Plan Services National Sales Manager reporting to Ed Kelly, he will lead the sales efforts of the Retirement Plan Services group through the development of long-term business strategies to increase sales, as well as work with the National Accounts staff and product team. Michael worked at Clark Capital Management Group, Avatar Associates and Lincoln Financial Group. Mike is an experienced sales professional who brings many years of experience and leadership. As Regional Director reporting to Ed Kelly, Mike will lead sales efforts in the southeast territory, which includes North and South Carolina, Tennessee and portions of Georgia. Prior to joining Brinker Capital, Mike worked at Curian Capital as the Senior Regional Business Consultant for North Carolina, South Carolina and Georgia, where he managed the top sales territory and built relationships with advisors in the RIA, independent and bank channels. In addition, he worked for MetLife, Phoenix Life and Security Financial Life.

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