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Jason Moore joins Brinker Capital as Chief Administrative Officer


Brinker Capital, an investment management firm focused on multi-asset class investing, has appointed Jason Moore, formerly Managing Director at Morgan Stanley Wealth Management, as its Chief Administrative Officer and member of the firm’s executive committee.

In this newly-created position, Moore will work with the investment team and the sales and distribution teams to apply Brinker Capital’s highly-strategic, disciplined multi-asset class investment philosophy to build solutions for financial advisors and their clients. Moore brings more than 20 years of experience to Brinker Capital in portfolio management, product development and advisory business management for the managed account industry.

Moore jointly reports to Noreen D. Beaman, Chief Executive Officer, and Chuck Widger, Founder and Executive Chairman. His extensive background will help enhance the firm’s managed account platform and direct the implementation of the firm’s compliance with the Department of Labor's Fiduciary Rule regulations.

“Brinker Capital's commitment to excellence in investment management and advisor support has been further strengthened with the addition of Jason Moore to our investment and senior executive teams,” says Noreen D Beaman, Chief Executive Officer of Brinker Capital. “Financial advisors and their firms have never needed to rely on their partners more than now with the complex requirements of the recently enacted Department of Labor's Fiduciary Rule regulations. Jason is one of the most experienced architects in the industry when it comes to addressing these issues on behalf of our investment professionals. Having acted as a fiduciary for almost three decades, Brinker Capital brings a wealth of experience to the financial advisors we work with as they address these new responsibilities.”

As previously announced, while the search for a new Chief Investment Officer is underway, Senior Vice Presidents Jeff Raupp, CFA and Chris Hart, both of whom have more than 20 years of investment experience, are leading the investment team and reporting to Widger. Two investment committees have been formed that further emphasise Brinker Capital’s dedication to disciplined investment management and advisor support, the Asset Allocation Committee, chaired by Raupp, and the Manager Research Committee, chaired by Hart.

Since its founding in 1987, Brinker Capital’s purpose has been to help advisors deliver an institutional quality investment experience to individual investor clients. Brinker Capital has retained Meketa Investment Group, a leading investment firm serving some of the nation's largest and most sophisticated institutional investors, to provide an additional investment resource to the Brinker Capital investment team on matters relating to strategic investment policy, risk management and portfolio solution development.

“Our industry is in a period of transformation. As we embrace this time of disruption, we will apply our disciplined approach to move in the spirit of these new regulations to provide investors with the best structured investment solutions that ensure an outcome of security and success,” says Jason Moore, Chief Administrative Officer of Brinker Capital. “Brinker Capital is a pioneer of multi-asset class investing and employs some of the most successful and experienced professionals in our industry. The firm is very well positioned to take advantage of the evolving opportunities presented to us in the marketplace.”

“Our announcement today underscores how Brinker Capital continually seeks to employ the industry’s top talent and brightest minds so that we may continue to deliver investors and advisors the great investment ideas and strong investment discipline that lead to better outcomes,” says Chuck Widger, Founder and Executive Chairman of Brinker Capital. “The insights and expertise that both Jason Moore and Meketa Investment Group provide to our talented investment team will be invaluable in extending our multi-asset class investment solutions leadership.”

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