Brinker Capital, a Pennsylvania-based investment management firm, has strengthened its Sales and Distribution unit and Brinker Family Wealth Partners business with the promotion of two of its executives, William Bill Simon and Leo Lee Dolan, as executive vice presidents of the respective businesses.
William Simon currently serves as managing director for Retirement Plan Services and Brinker Investment Services, while Leo Dolan serves as Brinker Capital principal and national sales director.
Brinker Capital CEO Noreen Beaman said Bill and Lee have earned their promotions through the many valuable contributions they have made to their franchise.
"In the 11 years since joining the firm, Lee has overseen a significant expansion in Brinker’s sales force and a growth in assets from $3 billion to almost $16 billion. Bill has helped grow our retirement plan services into one of the industry’s most robust offerings, and launched Brinker Investment Services earlier this year, positioning it for significant contributions to the brand in 2014 and beyond," Beaman added.
Under the new role, Simon will work on Brinker Capital’s national accounts and the national sales team, Brinker investment services, retirement plan services, and private wealth services.
Effective from 1 December 2013, Dolan will work to offer Outsourced Chief Investment Officer services plus seven best-of-breed companion services to wealthy families through the Brinker Family Wealth Partners initiative.
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Additionally, the company national accounts managing director Jean Lynch will head Brinker Investment Services, while regional director Jason Shevland will oversee New England and upstate New York businesses. Both will report to Simon.