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Portfolio > Investment VIPs

Recruiting Roundup: Ex-Morgan Stanley MD Joins Brinker Capital

By Marlene Y. Satter

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In a week with few recruiting fireworks, Jason Moore, formerly managing director at Morgan Stanley Wealth Management, joined investment management firm Brinker Capital.

In the newly created position of chief administrative officer, Moore will work with the investment and sales and distribution teams. He is also a member of the investment committee.

Moore reports jointly to Noreen Beaman, chief executive officer, and Chuck Widger, founder and executive chairman. His background is expected not only to help concerning enhancement of the firm’s managed account platform but also in directing the implementation of the firm’s compliance with the Department of Labor’s fiduciary rule regulations.

“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,” Beaman said in a statement.

She added, “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.”

Brinker Capital has also retained Meketa Investment Group 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.

Moore had been with Morgan Stanley since 1995, though he left for about six months to work for Merrill Lynch (from September 2010 to February 2011). 

In other industry new, New York Life brought in Pedram Afshar as senior vice president and head of service for the company’s insurance and agency group. He reports to John Kim, president and chief investment officer.

With nearly 20 years of experience, Afshar joins from Best Buy, where he was vice president responsible for the company’s enterprise customer experience operation. Prior to that, he held senior roles in customer experience areas of Capital One and American Century Investments. Previously he held various roles of increasing scope in member experience at the United Services Automobile Association.

And at Investment Management Consultants Association, Tim Whiting has been promoted to chief marketing officer and managing director of sales. Whiting’s role, a new position at IMCA, is designed to replace many of the responsibilities previously charged to chief operating officer Ian MacKenzie, who retired from IMCA on June 1.

Whiting, who joined IMCA in 2013 as its national sales director, will be based in Ridgewood, New Jersey, and travel frequently to IMCA’s headquarters in Greenwood Village, Colorado.

Read the June 29 Recruiting Roundup at ThinkAdvisor.

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