Amy CFA

Senior Vice President, Head of Discretionary Portfolios at Brinker Capital - Berwyn, PA, US

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Amy CFA

Senior Vice President, Head of Discretionary Portfolios

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Jason Moore

Chief Solutions Officer

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Phil Green

chief financial officer and partner

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Timothy CFA

Senior Vice President, Global Investment Strategist

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Jason Brown

Vice President of Marketing

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Ryan LeStrange

Divisional Vice President

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Amy CFA's Contact Details
HQ
610-407-5500
Location
Company
Brinker Capital
Amy CFA's Company Details
Brinker Capital logo, Brinker Capital contact details

Brinker Capital

Berwyn, PA, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Brinker Capital Investments, a brand entity of Orion Advisor Solutions, is an investment management company located in Berwyn, PA. For over 30 years, Brinker Capital's purpose has been to deliver an institutional multi-asset class investment experience to individual clients. Brinker Capital's highly strategic, disciplined approach has provided investors the potential to achieve their long-term goals while controlling risk. With a focus on wealth creation and management, Brinker Capital serves financial advisors and their clients by providing high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services. Brinker Capital Investments, LLC is a registered investment advisor. • • •Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Investment Management Unified Managed Account Platform Separately Managed Accounts Mutual Fund Wrap Program Absolute Return Private Client Group Institutional Investments Retirement Plan Services Investment Bank/Securities Brokerage Management Investment Open-ended Investment Banking Asset Management Finance
Details about Brinker Capital
Frequently Asked Questions about Amy CFA
Amy CFA currently works for Brinker Capital.
Amy CFA's role at Brinker Capital is Senior Vice President, Head of Discretionary Portfolios.
Amy CFA's email address is ***@BrinkerCapital.com. To view Amy CFA's full email address, please signup to ConnectPlex.
Amy CFA works in the Investment Management industry.
Amy CFA's colleagues at Brinker Capital are Amy CFA, Brendan McConnell, Jason Moore, Phil Green, Timothy CFA, Jason Brown, Ryan LeStrange and others.
Amy CFA's phone number is null
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