July 12, 2014 12:05 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





Key Executives for Brinker Capital Holdings, Inc.

Chief Executive Officer
Founder and Executive Chairman
Chief Financial Officer
Director of Operations
Compensation as of Fiscal Year 2014.

Brinker Capital Holdings, Inc. Key Developments

Brinker Capital Announces Executive Promotions

Brinker Capital announced the promotion of two key executives, and expanded roles for two others, as the firm readies itself for its next phase of growth. William 'Bill' Simon, Managing Director, Retirement Plan Services and Brinker Investment Services has been named to a new position, Executive Vice President of Sales and Distribution, while Leo 'Lee' Dolan, Brinker Capital Principal and National Sales Director, will assume the newly-formed position of Executive Vice President -- Brinker Family Wealth Partners. In his expanded role, Mr. Simon will have primary oversight for Brinker Capital's national accounts and the national sales team; Brinker Investment Services (advisors looking to access Brinker's investment products and advisor support, including sales, marketing and education); Retirement Plan Services; and Private Wealth. Jean Lynch, National Accounts Managing Director, will head Brinker Investment Services, while Jason Shevland, Regional Director overseeing New England and upstate New York, will have an expanded role representing the field sales team on the newly-formed Brinker Investment Services Advisory Board. Both individuals report to Mr. Simon. Effective December 1, 2013, Mr. Dolan will head Brinker Family Wealth Partners, a significant initiative which has been in development for more than two years. The new division is a broad service offering in which Brinker provides Outsourced Chief Investment Officer services plus seven best-of-breed companion services to wealthy families. Brinker Family Wealth Partners currently oversees more than $2 billion in inter-generational assets. Mr. Dolan is readying the group for a 2014 launch. Mr. Dolan will be supported in his efforts by the high net-worth team led by Thomas K.R. Wilson, Senior Investment Manager and Managing Director of Institutional Investments.

Brinker Capital Holdings, Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 12:15 PM

Brinker Capital Holdings, Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 12:15 PM. Venue: Ritz Carlton Hotel, San Francisco, California, United States. Speakers: Chuck Widger, Chairman.

Brinker Capital, Inc. Launches Brinker Investment Services; Hires Frank Pizzichillo as RIA Regional Director

Brinker Capital, Inc. announced the launch of Brinker Investment Services, a specialized division dedicated to serving the needs of independent Registered Investment Advisors, most of who work outside of the insurance channel where Brinker's advisors typically operate their practices. Brinker Investment Services is headed by Managing Director Bill Simon who also oversees the company's burgeoning Retirement Plan Services. Concurrent with the launch of Brinker Investment Services, the company announced that a comprehensive array of its investment products is now available on the Schwab Advisor Services platform. Among the Brinker offerings on the Schwab platform: Crystal: a suite of absolute return products embedded within a separately managed account format. Asset Class Strategies: a family of mutual fund and ETF products. Personal Benchmark: a new Brinker Capital offering which aligns investment performance success with investors' personal goals versus a traditional benchmark. Personal Portfolios: a suite of Unified Management Account products. To support this new distribution channel, Brinker Investment Services hired Frank Pizzichillo as RIA Regional Director. He reports to Mr. Simon. Prior to joining Brinker Capital, Mr. Pizzichillo was Director of Business Development for MarketCounsel.

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