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April 19, 2015 10:30 AM ET

Professional Services

Company Overview of Private Client Resources, LLC

Company Overview

Private Client Resources, LLC provides private wealth management solutions for private banks, family offices, RIA firms, and the HNW clients they serve. The company offers private wealth aggregation, and custom solutions and services, as well as creates white papers and case studies. It also provides reporting and integrated systems, including Palette Platform, an open architecture integration of systems and capabilities that optimize wealth management and advisory businesses. The company was founded in 2000 and is based in Wilton, Connecticut.

Wilton Corporate Center – Riverview

187 Danbury Road

Suite 202

Wilton, CT 06897

United States

Founded in 2000

Phone:

203-762-9006

Fax:

203-612-3004

Key Executives for Private Client Resources, LLC

Chief Executive Officer and President
Co-Founder, Chairman of The Board and Member of Advisory Board
Age: 80
Co-Founder
Age: 71
Managing Director of Relationship Services
Chief Client Officer and Executive Managing Director
Compensation as of Fiscal Year 2014.

Private Client Resources, LLC Key Developments

Private Client Resources Appoints Warren Brinker as Executive Managing Director and Chief Client Officer

Private Client Resources (PCR) announced the addition of Warren Brinker as Executive Managing Director and Chief Client Officer to lead Sales, Marketing and Relationship Services teams. With 30 plus years of financial services experience, Brinker has held senior positions at firms, including, Six Financial Information, Ebix, CorrectNet, SunGard, DTCC and BNY Mellon. Brinker has proven expertise building sales teams, selling sophisticated technology solutions and managing large, complex client relationships.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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