This week in new hires, wealth management firm Brinton Eaton welcomed Mary Ellen Hancock, formerly of Wells Fargo Private Bank; Neuberger Berman brought in three new salespeople to its defined contribution team; the Options Industry Council named Alan Grigoletto as its new director of education. In addition, Hatteras Funds added Frank Burke to its management team.
Neuberger Berman Adds to Defined Contribution Sales Team
Neuberger Bermanannounced Monday that it was building out its defined contribution sales force with the addition of three new wholesalers to a team of 12 internal and external sales people, up from a total of four last year.
The new salespeople include Tim Guay, vice president of retirement, who joined Neuberger Berman on Monday from MFS Investment Management and will be based in San Francisco; Jae Kim, vice president of retirement, who joined Neuberger Berman in May from The Standard, covering the southwest region; and Chris Walker, vice president, who joined the firm from Fidelity in early June to cover the south-central region.
They will report to Chris Simmons, national sales manager for the retirement solutions team, who joined Neuberger Berman in 2008 and reports to Scott Kilgallen, managing director overseeing intermediary distribution for retirement services, subadvisory relationships, registered investment advisors and private banks. Kilgallen joined Neuberger Berman from Goldman Sachs Asset Management in October 2010.
Mary Ellen Hancock Joins Brinton Eaton From Wells Fargo
New Jersey-based advisory firm Brinton Eaton announced Tuesday that Mary Ellen Hancock, CFP, has joined the firm as a financial advisor. She will work as part of a team delivering integrated financial planning, income tax and estate planning, investment management and family office services to affluent clients.
Prior to joining Brinton Eaton, Hancock worked at Wells Fargo Private Bank for 12 years, where she served in various roles, including client management associate, financial advisor, and regional financial planner. She holds a B.S. in marketing/management from Montclair State University and is currently pursuing an M.S. in taxation from Fairleigh Dickinson University.
Options Industry Council Names Grigoletto New Director of Education