ew 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
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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