Brinker Capital

Industry: Company

Description

Founded: 1987 Subsidiaries: Brinker Capital Inc., Brinker Capital Securities, Inc.

Brinker Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Brinker Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Brinker Capital Employees

Employee
Years
Job
Industry
Frank Randall Frank Randall Upton, Massachusetts Details
Frank Randall's Brinker Capital Experience May 2015 - Present
Job Field Sales Distribution of Retirement Plans and Services
Industry Financial Services
Experience
Brinker Capital   May 2015 - Present
Fidelity Investments  November 2006 - May 2015
Westborough Bank   January 2005 - November 2006
Longfellow Sports Club  June 2000 - September 2004
Wayland High School  March 2000 - June 2000

Skills
Series 7, Series 63, Mutual Funds, 401k, Investments, Retirement Planning, Retirement, Asset Allocation, Financial Services, Investment Strategies, Leadership, Series 6, Sales, Securities

Education
University of Massachusetts, Amherst   2000 — 2004
Bachelor of Science (B.S.), Sports Management

University of Massachusetts, Amherst   2000 — 2004
Bachelor of Science (B.S.)

Andrew Devlin Andrew Devlin Greater Philadelphia Area Details
Andrew Devlin's Brinker Capital Experience February 2014 - Present
Job Communications Strategist | Social Media Manager | Copy Editor | CRM Admin | Marketing Automation Admin
Industry Investment Management
Experience
Brinker Capital   February 2014 - Present
Brinker Capital   November 2010 - February 2014
Brinker Capital   January 2010 - November 2010

Skills
Social Media, Marketing Communications, Marketo, Marketing Automation, Salesforce.com, Email Campaigning, Writing, Copy Editing, Email Marketing, Database Administration, Marketing Strategy, System Administration, Lead Management, Microsoft Office, Word, PowerPoint, Excel, Product Marketing, CRM software, CRM, Editing, Social Media Marketing, Advertising

Education
University of Delaware   2005 — 2009
Bachelor of Arts (B.A.), English (Professional Writing/Technical Editing)

Malvern Preparatory School   2001 — 2005

William Simon William Simon Greater Philadelphia Area Details
William Simon's Brinker Capital Experience July 2011 - Present
Job Executive Vice President at Brinker Capital
Industry Investment Management
Experience
Brinker Capital   July 2011 - Present
PPB Advisors LLC  September 2009 - July 2011
Capital Group  2007 - April 2009
American Funds, A Capital Group Company   1987 - 2009
American Funds  July 2003 - August 2007
American Funds  January 1987 - June 2003

Skills
Portfolio Management, Employee Benefits, Hedge Funds, Investments, Wealth Management, Strategic Planning, Alternative Investments, Mutual Funds, Leadership, Sales, Securities, Series 7, Retirement Planning, Management, Series 63, Sales Management, Asset Allocation, Financial Services, Access, Asset Management, Financial Advisory, Separately Managed..., ETFs, Investment Strategies, 401k, Retirement, Series 6, Investment Advisory

Education
University of Pittsburgh   1978 — 1981
BA, Economics

The College of Wooster   1976 — 1978

Chad Stein Chad Stein Chester Springs, Pennsylvania Details
Chad Stein's Brinker Capital Experience April 2013 - Present
Job Intern at Brinker Capital
Industry Investment Management
Experience
Brinker Capital   April 2013 - Present

Skills
Investment Management, Finance, Investment Strategies, Microsoft Office, Financial Services, Wealth Management, Portfolio Management, Alternative Investments

Education
University of Pittsburgh   2012 — 2016
Finance, Investments and Securities

John DiMieri John DiMieri Greater New York City Area Details
John DiMieri's Brinker Capital Experience January 2013 - December 2013
Job Financial Instruments, Structured Products, and Real Estate Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PwC  September 2015 - Present
PwC  January 2014 - March 2014
Brinker Capital   January 2013 - December 2013
Clean World Capital   July 2013 - July 2013
Villanova University  September 2012 - May 2013

Skills
Teamwork, English, Social Networking

Education
Villanova University   2011 — 2015
Finance, General

London School of Economics and Political Science   2013 — 2013

Kelly Luciano Kelly Luciano Charleston, South Carolina Details
Kelly Luciano's Brinker Capital Experience March 2013 - May 2013
Job Marketing and Communications Coordinator at Good Done Great
Industry Computer Software
Experience
Good Done Great  February 2015 - Present
Good Done Great  January 2014 - February 2015
Indego Africa  February 2013 - June 2013
Brinker Capital   March 2013 - May 2013
Social Entrepreneur Corps  June 2012 - July 2012
United Way of the Midlands  January 2012 - May 2012
Alan Wilson for Attorney General   August 2010 - November 2010

Skills
Social Media, Nonprofits, Leadership, Blogging, Fundraising, Microsoft Office, Non-profits, Microsoft Excel, Customer Service, Public Speaking, Event Planning, Event Management, Marketing Communications, Social Entrepreneurship, Microsoft Word, Employee Engagement, Corporate Social..., PowerPoint, Outlook, Spanish

Education
University of South Carolina-Columbia   2008 — 2012
Bachelor of Science, International Business and Economics, minor in Spanish, magna cum laude

John Solomon John Solomon Greater Philadelphia Area Details
John Solomon's Brinker Capital Experience February 2009 - Present
Job
Industry Financial Services
Experience
Brinker Capital   February 2009 - Present

Skills
Sales, Sales Management, Business Relationship..., Investments, Relationship Management, Mutual Funds, Wealth Management, CRM, Asset Allocation, Alternative Investments, Business Development, Risk Management, Salesforce.com, New Business Development, Series 7, Strategy, Banking, ETFs, Portfolio Management, Series 63, Financial Services, Investment Advisory, Asset Management, Sales Process, Securities

Education
University of Pennsylvania   1989 — 1989
Management

University of Pittsburgh   1978 — 1982
BS, Applied Mathematics

David Vigilante David Vigilante Philadelphia, Pennsylvania Details
David Vigilante's Brinker Capital Experience May 2013 - August 2013
Job Analyst at Signal Hill Capital
Industry Investment Banking
Experience
Signal Hill Capital  July 2014 - Present
Brinker Capital   May 2013 - August 2013
Brinker Capital   May 2012 - August 2012

Skills
PowerPoint, Financial Analysis, Private Equity, Microsoft Excel, Research, Financial Modeling, Social Media, Finance, Valuation

Education
University of Pennsylvania - The Wharton School   2010 — 2014
Bachelor of Science in Economics (B.S.E.), Finance, and Operations and Information Management

Downingtown High School East   2006 — 2010

Robert Stewardson Robert Stewardson New York, New York Details
Robert Stewardson's Brinker Capital Experience June 2012 - August 2012
Job Corporate Financial Solutions Advisor at Merrill Lynch Private Bank Investment Group
Industry Financial Services
Experience
Merrill Lynch  May 2014 - Present
Tuck School of Business at Dartmouth College  July 2013 - August 2013
Brinker Capital   June 2012 - August 2012
Independent Portfolio Consultants  January 2012 - January 2012
UBS  June 2011 - August 2011
Logan Capital Management, Inc.   January 2011 - January 2011
Blue Sand Securities LLC   June 2010 - August 2010

Skills
Investments, Equities, Alternative Investments, Strategy, Microsoft Excel, Financial Analysis, Financial Modeling, Entrepreneurship, Equity Research, Project Planning, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Series 7, Series 66

Education
Trinity College   2009 — 2013
Bachelor of Arts, Political Science (International Relations Concentration)

Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Political Science (International Relations and Arabic Language)

Trinity College Rome Campus   2011 — 2011
Bachelor of Arts (B.A.), Political Science and Government

The Lawrenceville School   2006 — 2009

Haverford School   1994 — 2006

Haverford School   1993 — 2006

Jay O'Brien Jay O'Brien Greater Philadelphia Area Details
Jay O'Brien's Brinker Capital Experience September 2013 - Present
Job Retirement Plan Services Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital   September 2013 - Present
Brinker Capital   May 2011 - September 2013
Brinker Capital   April 2006 - May 2011
Brinker Capital   March 2004 - April 2006
U.S. Navy Reserve   1987 - 1991

Skills
Series 63, Series 7, Defined Benefit, Mutual Funds, Series 24

Education
University of Notre Dame   1983 — 1987
Bachelor of Business Administration (BBA), Finance, General

Jeff Wirosloff Jeff Wirosloff Greater Philadelphia Area Details
Jeff Wirosloff's Brinker Capital Experience
Job Managing Director at Brinker Capital
Industry Investment Management
Experience
Brinker Capital  

Skills
Series 7, Asset Allocation, Investment Advisory

Education
University of Delaware - Lerner College of Business and Economics
Bachelor’s Degree

Stuart Quint Stuart Quint Greater Philadelphia Area Details
Stuart Quint's Brinker Capital Experience February 2010 - Present
Job Investment Manager at Aberdeen Asset Management
Industry Financial Services
Experience
Brinker Capital   February 2010 - Present
Aberdeen Asset Management  October 2003 - February 2010
Montgomery Asset Management  1993 - 1999

Education
University of Pennsylvania   1986 — 1990
B.A., Russian

University of Pennsylvania - The Wharton School   1986 — 1990
B.S. and B.A., Economics, Russian

Jeff Raupp Jeff Raupp Greater Philadelphia Area Details
Jeff Raupp's Brinker Capital Experience March 1996 - Present
Job Sr. Investment Manager at Brinker Capital
Industry Financial Services
Experience
Brinker Capital   March 1996 - Present
Brinker Capital   1996 - 2008
US Army  April 1991 - May 1999

Skills
Asset Allocation, Alternative Investments, Mutual Funds, Investment Advisory, Investment Strategies, Asset Managment, Investments, Series 7, ETFs, Wealth Management, Series 63, Equities, Private Equity, Retirement Planning, Securities, Portfolio Management, Fixed Income, Asset Management, Equity Research, Investment Management, 401k, Bloomberg

Education
Villanova University   1993 — 1996
MBA, Finance

University of Delaware   1987 — 1991
BSME, Mechanical Engineering

Andrew Goins Andrew Goins Greater Philadelphia Area Details
Andrew Goins's Brinker Capital Experience July 2015 - Present
Job Assistant Investment Manager at Brinker Capital
Industry Investment Management
Experience
Brinker Capital   July 2015 - Present
Brinker Capital   January 2013 - July 2015
Brinker Capital   June 2010 - January 2013
Budros, Ruhlin & Roe, Inc.   February 2007 - June 2010

Skills
Investments, Mutual Funds, Investment Strategies, Separately Managed..., Fund Of Funds, Investment Management, Asset Allocation, Alternative Investments, Asset Management, Due Diligence, Portfolio Management, Equities, Fixed Income

Education
The Ohio State University Fisher College of Business   2002 — 2007
BSBA, Finance & Economics

Juliann Jaffe Juliann Jaffe Greater Philadelphia Area Details
Juliann Jaffe's Brinker Capital Experience December 2003 - July 2012
Job Director of Marketing and Communications at Valley Forge Educational Services
Industry Marketing and Advertising
Experience
Valley Forge Educational Services  July 2013 - Present
Brinker Capital   December 2003 - July 2012
Tompkins Cortland Community College  January 1996 - October 2003
Cowles Media / Hanson Publishing Group   1985 - 1990

Skills
Social Media, Marketing Strategy, Product Marketing, Project Management, Marketing Communications, Marketing, Advertising, Email Marketing, Microsoft Office, Online Advertising, Research, Salesforce.com, Graphic Design, Marketo, InDesign, Photoshop, Adobe Illustrator, Team Leadership, Department Budgeting, Strategic Planning, Illustrator, CRM, Public Relations, Social Media Marketing, Lead Generation, New Business Development, Direct Marketing, Brand Development, Business Development, Management, Strategic Communications

Education
University of Bridgeport   1984 — 1986
B.S., Graphic Design

College of St. Teresa   1982 — 1983
liberal arts

Keith McKay Keith McKay New York, New York Details
Keith McKay's Brinker Capital Experience July 2004 - March 2010
Job Regional Consultant, Advisory Services at Park Avenue Securities
Industry Investment Management
Experience
Park Avenue Securities  April 2010 - Present
Brinker Capital   July 2004 - March 2010

Skills
Mutual Funds, Asset Management, Alternative Investments, Asset Allocation

Education
University of Delaware
BA, English

Doug O'Brien Doug O'Brien Greater Philadelphia Area Details
Doug O'Brien's Brinker Capital Experience September 2012 - Present
Job Portfolio Specialist at Brinker Capital
Industry Investment Management
Experience
Brinker Capital   September 2012 - Present
Brinker Capital   June 2005 - September 2012

Skills
Asset Managment, Access, Mutual Funds, Equities, Microsoft Excel, Securities, Bloomberg, Alternative Investments, Financial Analysis, Portfolio Management, Financial Services, ETFs, Account Reconciliation, Fixed Income, Investments, Corporate Actions

Education
University of Mary Washington   1998 — 2002
Business Management

Rich Carr, CFA Rich Carr, CFA Greater Philadelphia Area Details
Rich Carr, CFA's Brinker Capital Experience July 2006 - August 2011
Job Research Analyst at SEI
Industry Investment Management
Experience
SEI  May 2014 - Present
barre3 Main Line Berwyn   January 2014 - Present
MFP Strategies  August 2011 - May 2014
Brinker Capital   July 2006 - August 2011

Skills
Investment Advisory, Asset Allocation

Education
University of Delaware   1999 — 2003
BS, Finance, Economics

C. Max Funk, CFA C. Max Funk, CFA Greater Philadelphia Area Details
C. Max Funk, CFA's Brinker Capital Experience January 2010 - August 2012
Job Financial Investment Professional at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  June 2013 - Present
LGL Partners, LLC   August 2012 - June 2013
Brinker Capital   January 2010 - August 2012
Delaware Investments, a member of the Macquarie Group  September 2008 - December 2009

Skills
Asset Managment, Investments, Asset Allocation, Equities, Financial Analysis, Hedge Funds, Alternative Investments

Education
University of Pennsylvania   2004 — 2008
BA, Economics

St. Joseph's Prep   2000 — 2004

Paul Sebastian Paul Sebastian Malvern, Pennsylvania Details
Paul Sebastian's Brinker Capital Experience April 2011 - May 2014
Job Currently Seeking New Career Opportunities
Industry Financial Services
Experience
Brinker Capital   April 2011 - May 2014
BNY Mellon  June 2008 - April 2011
PNC  December 2006 - June 2008
Mellon Bank  May 2005 - November 2006

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Analysis, Accounting, Accounts Payable, Mutual Funds, Management, Valuation, Financial Accounting, Securities, General Ledger, Bonds, Pricing

Education
University of Pittsburgh   1996 — 2000
Bachelor of Science, Applied Mathematics, 2.5

Byron McClennen, CIMA® Byron McClennen, CIMA® Greater Philadelphia Area Details
Byron McClennen, CIMA®'s Brinker Capital Experience January 2009 - Present
Job Director, Institutional Investments and Private Client Group at Brinker Capital
Industry Investment Management
Experience
Brinker Capital   January 2009 - Present
Brinker Capital   April 2004 - December 2008
Brinker Capital   May 1999 - March 2004
Brinker Capital   November 1996 - May 1999
Vanguard  January 1996 - November 1996

Skills
Investment Strategies, Asset Allocation, Investments

Education
University of Delaware   1991 — 1995

Jean Wolf Jean Wolf Allentown, Pennsylvania Details
Jean Wolf's Brinker Capital Experience November 2012 - Present
Job
Industry Legal Services
Experience
Brinker Capital   November 2012 - Present

Education
St John's University School of Law   1991 — 1994
Doctor of Law (J.D.)

University of Notre Dame   1985 — 1989
Bachelor of Business Administration (BBA), Accounting

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