Investment management firm Brinker Capital has promoted two executives, while expanding the roles of two others.

Investment management firm Brinker Capital
has promoted two executives, while expanding the roles of two others.

William Simon, managing director of retirement plan and investment services, has been named executive vice
president of sales and distribution, while Leo Dolan, a principal
and national sales director, assumes the newly-created role of executive vice
president of Brinker Family Wealth Partners, effective December 1, 2013. The new Family Wealth Partners division will provide outsourced chief
investment officer services plus “companion” services to wealthy families.

Simon will have primary oversight for
Brinker Capital’s national accounts and sales team, as well as for Brinker Investment
Services (for advisors looking to access investment products and support including
sales, marketing and education); Retirement Plan Services (for financial
advisors working with plan sponsors who offer 401K offerings to
employees); and Private Wealth (aimed at financial advisors whose clients have
$2-$10 million).

Meanwhile, national accounts managing director Jean Lynch will head Brinker Investment Services, while Jason Shevland, a regional director
overseeing operations in 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 report to Simon.

Dolan will be supported by the high net worth
team led by Thomas Wilson, senior investment manager and managing director of
institutional investments.

Based in Berwyn, PA, Brinker Capital is an independent
registered investment advisor that provides managed account investment programs
to high net worth and institutional investors.