Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Portfolio > Alternative Investments > Real Estate

New Hire Roundup: Lynch Joins ByAllAccounts Board; Mariner Names Greiner CIO

Your article was successfully shared with the contacts you provided.

This week in new hires, Matt Lynch joined ByAllAccounts’ board of directors; William Greiner became CIO at Mariner Wealth Advisors and FactRight brought in Scott Smith and Chris Bove.

Also, Symetra welcomed Curt Olson; David Collett went to UAT; and Neuberger Berman added 11 new sales executives.

Matt Lynch Joins ByAllAccounts’ Board of Directors

ByAllAccounts announced Wednesday that Matt Lynch, who recently joined Tiburon Associates as a principal, has joined its board of directors. Prior to joining Tiburon, Lynch was president and CEO of the independent broker-dealer Capital Analysts. He also served as director of the business consulting group at Moss Adams, and held senior leadership positions with Lincoln Financial Advisors and field management roles with New York Life. He is active in industry associations and is a frequent speaker at industry conferences.

Lynch’s approach to the independent broker-dealer space was profiled in an Investment Advisor cover story in 2009, and ByAllAccounts CEO James Carney is a regular contributor to AdvisorOne.

Mariner Wealth Advisors Hires William Greiner as Chief Investment Officer

William Greiner, CIO, Mariner Wealth AdvisorsMariner Wealth Advisors recently announced that William Greiner (left) has joined the firm as its new CIO.

An industry veteran with more than 25 years of experience, Greiner has left his role as CIO of Scout Investment Advisors and Scout Funds to join Mariner. He started with Scout’s parent company, UMB, in 1999 as CIO after working for Northern Trust in Chicago.

Greiner’s background also includes his position as a CFA charter holder, a member of the CFA Institute and a member of the Kansas City CFA Society.

FactRight Appoints Scott Smith, Chris Bove

FactRight LLC announced April 5 that it has welcomed Scott Smith as principal and chief operations officer. In his new role, he will oversee due diligence evaluation and reporting tools for broker dealers. The company also announced that Chris Bove will be joining the firm as a legal analyst.

Smith (right) brings more than 10 years of industry experience, developing alternative investment products for a range of Scott Smith, Principal, COO, FactRightfinancial and real estate companies. Prior to joining, he served as director of alternative investments from 2010 to 2012 at Ameriprise Financial. Prior to that, he was vice president and in-house counsel from 2008 to 2009 for National Healthcare Properties. Earlier, he was national sales director for CapWest Securities and vice president of LandAmerica’s 1031 exchange services; he began his career practicing insurance and real estate law in St. Louis.

In Bove’s new position as a legal analyst, he will be responsible for providing legal analysis, reviews, reports and background checks on sponsors of real estate securities and real estate related securities offerings. A lawyer by trade, Bove previously worked for the Chicago Police Department.

Symetra Names Curt Olson VP

Symetra Life Insurance Co. announced on April 5 the appointment of Curt Olson as vice president and head of relationship management for registered investments. In this new role, he will build and manage the distributor network for Symetra’s planned variable annuity (VA) offering. He will report to Kevin Knull, senior vice president of registered investments.

Olson most recently served as senior vice president and national relationship manager at Sun Life Financial Distributors,  where he led a team responsible for VA sales across multiple channels. He previously held sales and product management positions at MFS Investment Management, Dain Rauscher Inc. and Kemper Financial Services.

UAT Welcomes David Collett

UAT Inc. announced Tuesday that it has appointed David Collett as chief operating officer, chief financial officer and partner. In his new role, he will oversee all of UAT’s day-to-day operational, administrative and financial activities.

With more than 25 years of experience, Collett joined UAT from Signature Group Holdings Inc., where he previously served as treasurer and senior vice president of finance. He also served as chief financial officer of UNX, Jackson National Life Distribution and LPL Financial Services, and held management roles at Countrywide Financial, Western Asset Management, Franklin Templeton and Coopers & Lybrand.

Neuberger Berman Adds Sales Execs

Neuberger Berman announced Tuesday that it has added 11 senior regional directors in 10 new regions to its advisor solutions group, which serves wirehouses and regional broker-dealers.

In the wirehouse channel, the firm has added seven new regions and seven new people in those areas. The new regions include the Pacific Northwest, Northern Los Angeles and Michigan/Indiana in the Western division, and Southeast Florida and Puerto Rico, the Carolinas, and Upstate New York in the Eastern division.

In the broker-dealer channel, the firm has added three new regions and four new executives covering those territories. The new regions include: the Four Corners (Arizona, Colorado, Montana, North Dakota, New Mexico, South Dakota, Utah and Wyoming), the Heartland (Iowa, Kansas, Minnesota, Missouri and Nebraska) and the Mideast (Michigan and Ohio).

Read the April 4 New Hire Roundup at AdvisorOne.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.