Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its marketing and wealth advisory teams with three key hires: Jason Brown as Director of Digital Marketing, Julie Olley as Wealth Advisory Account Executive, and Mark Yoder, CFA, as Wealth Advisory Account Executive.
In the newly created position, Brown is responsible for the strategy and distribution of Brinker Capital's digital marketing content, including email, video, mobile, social media, blog, and website. He brings more than 15 years of digital marketing and technology experience with a focus on financial services and regulated industries. Prior to joining Brinker Capital, Brown worked at Databanx, Korn Ferry International, and Professional Capital Services. He reports to Ali McCarthy, National Director of Marketing.
"Digital technologies impact every aspect of a company's operations today," said Ali McCarthy, National Director of Marketing. "We're excited about this digital renaissance and how Jason will help us optimize the customer journey across multiple touch points, improve our data analysis capabilities, and develop data-driven, highly-creative marketing campaigns."
Brinker Capital is experiencing significant growth in its Wealth Advisory division, which creates tailored investment solutions for high net worth and institutional clients. As a Wealth Advisory Account Executive, Olley is responsible for coordination of new business development for Brinker Capital's Wealth Advisory clients. She brings more than five years of industry experience. Prior to joining the company, Olley worked as a Business Development Associate at The Glenmede Trust Company. Yoder, who holds a similar role, also joins from The Glenmede Trust Company where he worked on the Alternative Asset Services team and brings more than seven years of industry experience to the company. Both Olley and Yoder report to Thomas K.R. Wilson, CFA, Managing Director of Wealth Advisory.
"We're pleased to welcome Julie and Mark to our Wealth Advisory team," said Thomas K.R. Wilson, CFA, Managing Director of Wealth Advisory. "Both Julie and Mark will play a vital role as we expand the personalized service and customized portfolios for our high net worth individuals, families, and institutional clients."
About Brinker Capital
Brinker Capital is a privately held investment management firm with $21.7 billion in assets under management (as of December 31, 2017). For 30 years, Brinker Capital's purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital's highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital, Inc. is a registered investment advisor.
