BERWYN, Pa.--(Brinker Capital, a leading investment management firm, today announced that Jennifer Kulp, Principal and former Metro New York and Long Island Regional Director, has been appointed Managing Director of Wealth Solutions. She will be headquartered in Brinker’s Berwyn, Pa., home office and reports to Vice Chairman, John Coyne.)--
“Jen’s new position will concentrate on building a key growth area for the firm – helping advisors deploy their client assets across a range of Brinker’s managed account investment solutions, both traditional and alternative.”
In her new role, Ms. Kulp will focus her efforts on supporting the investment needs of advisors with clients in the $2 to $10 million investable asset range.
“In her 18 years with Brinker Capital, Jen has held a wide variety of roles, both internal and on the sales end of the business, and she’s been successful in every one,” said John Coyne. “Jen’s new position will concentrate on building a key growth area for the firm – helping advisors deploy their client assets across a range of Brinker’s managed account investment solutions, both traditional and alternative.”
Prior to assuming her new role, Jen was responsible for business development and client service in the metro New York area, and helped pioneer Brinker Capital’s development on the West Coast. She also served as a marketing coordinator for Brinker Capital and worked with many of the firm’s primary broker/dealer relationships. Her responsibilities included daily interaction with home office personnel and implementation of the firm’s marketing plan. Previously, Jen worked as an investment strategy analyst at Brinker Capital, introducing advisors to the firm and designing customized asset allocation strategies.
Jen holds FINRA series 7 and 66 licenses. She is also a member of the Investment Management Consultants Association and was awarded its Certified Investment Management Analyst (CIMA®) designation in 2003. She is a graduate of Boston College.
“I’m delighted to take on this new role and support our advisors’ mission of helping clients achieve their unique investment objectives,” said Jen Kulp. “The multiple roles I’ve had at Brinker Capital, and the incredible mentoring I’ve been fortunate to receive, have gone a long way towards readying me for this new and exciting chapter.”
Beyond Ms. Kulp’s new role, Brinker Capital announced the relocation of Mike Frascone, who for the past 10-years has served as Midwest Regional Director, to the Metro New York territory to fill Ms. Kulp’s former role.
About Brinker Capital
Brinker Capital, Inc. is a leading independent investment management firm which provides managed account investment programs to individual and institutional investors through financial advisors. Brinker was founded in 1987 by Charles Widger and is located in suburban Philadelphia. Learn more at www.brinkercapital.com and www.twitter.com/BrinkerCapital.