BERWYN, Pa., April 5, 2017 /PRNewswire/ -- Brinker Capital, a leading investment management firm focused on multi-asset class investing, today announced the expansion of its investment team with three key appointments: Tim Holland, CFA as Senior Vice President, Global Investment Strategist and Vice Chair of the Asset Allocation Committee; Amy Magnotta, CFA as Senior Vice President, Head of Discretionary Portfolios and Chair of the Asset Allocation Committee; and Jeff Raupp, CFA as Director of Investments and Chair of the Investment Group Executive Committee.
Holland will work closely with senior members of the investment team to develop Brinker Capital's top-down macroeconomic and capital market outlook. Additionally, he will develop Brinker Capital's messaging as it relates to the firm's investment views and the positioning of its portfolios. Holland brings more than 15 years of investment experience to Brinker Capital. Prior to joining the firm, Holland worked as a Portfolio Manager at TAMRO Capital Partners in Alexandria, Va., where he was responsible for directing overall portfolio construction based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings.
"Brinker Capital takes ownership of both the investment returns that we provide and also the investor returns that our clients achieve. Tim's extensive background enhances the firm's existing depth in market and economic analysis, and will be an integral part of the investment team as we determine Brinker Capital's investment outlook and portfolio positioning," said Jeff Raupp, Director of Investments and Chair of the Investment Group Executive Committee at Brinker Capital. "We strongly believe Tim's skill set will enable us to take steps toward improving investment and investor returns."
Brinker Capital's internal promotions of the investment team committees include:
- Amy Magnotta, CFA as Senior Vice President, Head of Discretionary Portfolios and Chair of the Asset Allocation Committee. Magnotta is responsible for all fully discretionary multi-asset class portfolios, and works with the Asset Allocation Committee members to develop policy on asset allocation structure and positioning.
- As previously announced, Brinker Capital appointed Chris Hart to Senior Vice President, Head of Platform Manager Research and Chair of the Manager Research Committee in June 2016.
- Jeff Raupp, CFA as Director of Investments and Chair of the Investment Group Executive Committee. Raupp leads the investment team and has overall responsibility for investment policy. Holland, Hart, and Magnotta each report directly to Raupp.
"The addition of Tim, promotions of Amy and Jeff, and development of the committees enables the investment team to collaborate more effectively and drive greater efficiencies," said Chuck Widger, Founder and Executive Chairman at Brinker Capital. "For 30 years, Brinker Capital has focused on continued improvement to better serve advisors and investors, and I'm certain this leadership team will continue to develop its operations and strive to enhance investment performance in the future."
Recently, Brinker Capital decided to bring the firm's public relations efforts in-house, and hired Michele Steinmetz as the Public Relations Manager. Prior to joining Brinker Capital, Steinmetz worked at SEI, a financial services company located in Oaks, Pa., as a Public Relations Specialist. For future media inquiries, please contact Steinmetz directly at firstname.lastname@example.org or 610-407-8358.
About Brinker Capital
Brinker Capital is a privately held investment management firm with $19.1 billion in AUM as of March 31, 2017. The company was founded in 1987 based on the idea of providing a multi-asset class, institutional-quality investment approach to individual investors. Brinker Capital's highly strategic, disciplined approach is the key to helping advisors and their clients achieve better outcomes for the past 30 years. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing the highest quality investment manager due diligence, asset allocation, portfolio construction and client communication services.
Brinker Capital, Inc. is a Registered Investment Advisor.
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SOURCE Brinker Capital, Inc.