Press releases

Press releases

Learn more about Brinker Capital by reading our latest press releases and announcements.


2019

MML Investors Services Strengthens Presence in High Net Worth Marketplace through Strategic Partnership with Brinker Capital
SPRINGFIELD, Mass., and BERWYN, Pa.,  (May 1, 2019) – Bolstering its advisory capabilities for high net worth clients, MML Investors Services, the registered investment advisor and broker-dealer arm of Massachusetts Mutual Life Insurance Company (MassMutual), today announced a partnership with Brinker Capital, a privately-held investment management company, wherein MML Investors Services now offers Brinker Capital Wealth Advisory (Wealth Advisory) on its Wealth Management Services (WMS) platform to address the complex needs of the $100 trillion high net worth market.


Brinker Capital Ranks 10th in Barron’s 2018 Best Fund Families
BERWYN, Pa. (March 25, 2019) – Brinker Capital, a dedicated investment management company focused on multi-asset class investing, today announced that its Destinations Funds were ranked tenth in the “Barron’s Best Fund Families of 2018.”


Brinker Capital to Sponsor Finance Week at Temple University’s Fox School of Business
BERWYN, Pa. (March 21, 2019) – Brinker Capital today announced its sponsorship of Finance Week at Temple University’s Fox School of Business. As part of its sponsorship, Brinker Capital will host four educational sessions open to Temple University undergraduate and graduate students during the week of March 25, 2019.


Brinker Capital Launches Behavioral Innovation Lab Powered by Dr. Daniel Crosby
BERWYN, Pa. (March 18, 2019) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the launch of its Behavioral Innovation Lab, an incubator designed to bring tools, training, and technology to financial advisors that allow for the practical application of behavioral science.


Brinker Capital Selects Silver Wealth Technologies’ Portfolio Data Solution
BERWYN, PA, (Jan. 29, 2019)  Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced that it selected Silver Portfolio Data to consolidate and organize investor data for its rapidly growing digital platform.


2018

Brinker Capital Wealth Advisory Provides Advisors and Clients Access to Trust Services Powered by First State Trust Company
BERWYN, Pa. (Dec. 6, 2018) – Brinker Capital today announced that its Wealth Advisory division will work directly with First State Trust Company (FSTC), a Delaware state-chartered trust company that has been serving institutional and personal trust clients for over 30 years, to provide financial advisors and clients access to trust and fiduciary services.


Brinker Capital Announces Strategic Partnership and Investment in BizEquity
Partnership empowers financial advisors with patented BizEquity business valuation service to help advisors capture share of $7 trillion-dollar business owner wealth transfer over the next 10 years
BERWYN, Pa. (Oct. 1, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced an equity investment and distribution partnership with BizEquity, the world’s largest online business valuation service*, to provide financial advisors and registered investment advisors access to the tools to develop business valuation analysis for their clients.


Brinker Capital Wealth Advisory Strengthens Offering by Lowering Investment Minimum and Expanding Team
BERWYN, Pa. (Sept. 06, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced enhancements to its Wealth Advisory services, including a new lower investment minimum of $1 million and the addition of two key hires: Mitch Kerr, CFA, Vice President, Senior Portfolio Manager and Sarab Shamoon-Springer, Director, Wealth Planning Solutions.


Brinker Capital Appoints Chief Investment Officer
BERWYN, Pa. (June 7, 2018)
– Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the appointment of Jeff Raupp, CFA, as Chief Investment Officer, effective June 1, 2018. He will continue to report to Chuck Widger, founder and Executive Chairman of Brinker Capital. Prior to this appointment, Raupp served as the company’s Director of Investments for nearly two years.


Brinker Capital Accelerates Growth with Sales Team Expansion
BERWYN, Pa. (April 23, 2018)
– Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its sales team with four key appointments reporting to Ed Kelly, AIF, Executive Vice President of National Sales.


Brinker Capital Launches On-Site Broadcast Studio to Connect with Global Media Outlets
BERWYN, Pa. (March 20, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the opening of its ReadyCam® broadcast studio at its Berwyn, Pa headquarters.


Brinker Capital’s Growth Continues with Key Hires for Marketing and Wealth Advisory Teams
BERWYN, Pa. (March 1, 2018)
– 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.


Brinker Capital Expands Sales and Investment Teams with Key Hires
BERWYN, Pa. (Jan. 30, 2018) – Brinker Capital, a leading investment management company focused on multi-asset class investing, today announced the expansion of its sales and investment teams with three key hires: Anthony Gonzales as Regional Director, Todd Cole, CFA, as Wealth Advisory Portfolio Consultant, and David Hall, CFA, as Senior Vice President, Head of Quantitative Strategy.


2017

Brinker Capital Announces Departure of Vice Chairman
BERWYN, Pa. (Dec. 12, 2017) – Brinker Capital, a leading investment management firm focused on multi-asset class investing, announced today that Vice Chairman John Coyne III will be leaving the company to pursue a new opportunity, effective December 31, 2017.


Brinker Capital Announces Launch of Brinker Capital RIA Services to Focus on Serving Registered Investment Advisors
BERWYN, Pa. (Dec. 5, 2017) – Brinker Capital, a 30-year-old registered investment advisor with $20.9 billion in assets under management, today announced the launch of Brinker Capital RIA Services.


Brinker Capital Marks 30th Anniversary with Launch of Destinations Funds
BERWYN, Pa. (April 10, 2017) – Brinker Capital, a leading investment management firm focused on multi-asset class investing, today announced the launch of the Destinations Funds (the Funds), a series of 10 multi-manager mutual funds advised by Brinker Capital.


Brinker Capital Expands Investment Team with Key Hire and Appointments
BERWYN, Pa. (April 5, 2017) – 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.