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Rating:UBS Expands Distribution Team Not Rated 3.0 Email Routing List Email & Route  Print Print
Tuesday, June 12, 2001

UBS Expands Distribution Team

Reported by Alfred Wang

New channels and new products mean newly-created positions at Brinson Advisors as the firm is repositioning itself as the North American wholesaling arm of UBS Asset Management.

"Barry [Mandinach] will ultimately come to a number of conclusions," said Brian Storms, ceo of Brinson Advisors, "but we've developed a model where we'll dedicate people to various channels but represent a pretty broad product set."

In the RIA channel, Brinson has hired Jeffrey Cerrutti as an executive director and head of the RIA/broker/dealer channel, reporting to Barry Mandinach. Cerrutti most recently led the national sales effort for the Financial Planning channel at Phoenix Investment Partners.

In the DC channel, Brinson Advisors tapped Theodore Brakatselos and Gary Jackson as executive directors, with senior sales roles in managing director Steve Saner's group. Brakatselos was the director of institutional and investment sales for Merrill Lynch's US private client group benefits and investment solutions. Jackson most recently worked as director of DC services in Tokyo, Japan for SSB Citi Asset Management.

In the bank/insurance channel, Mary Tritley and Lisa Blake have also joined as executive directors, with senior sales roles in the banking and insurance division, which is head by DeAnna Basler. Tritley came from a position as vice president, bank and trust sales at American Century Investments, where she was responsible for the Northeast Territory. Also from American Century Investments, Blake was vice president, territory manager for the bank, trust and TPA Division.

Cerrutti, Saner, and Basler are continuing to build out their wholesaling teams as Brinson continues its "aggressive growth phase." 

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