Brinker Capital Names New Head of Retirement Plan Services

Bill Simon, Jr. has joined Brinker Capital in the newly created position of Managing Director, Retirement Plan Services.

Simon will serve on Brinker Capital’s Operating Committee. He will report to Brinker Capital President, John Coyne.  

Simon comes to Brinker Capital with experience in the investment management industry, with a specialized focus on sales and distribution. Prior to joining the firm, he served as Managing Partner at PPB Advisors LLC, where he was responsible for building an alternative securities start-up.  

Previously, he spent 22 years at American Funds initially as a wholesaler for the company’s suite of mutual funds. Between 2003 and 2009, Simon held a variety of senior positions including Division Manager – Mid Atlantic, and National Sales Manager for the Eastern U.S.  He also held positions at Van Kampen, Merritt, and Federated Investors.

Brinker Capital also announced that Paul Cook has joined the firm as Regional Director in the Retirement Plan Services Group. In this role, Cook will help to build new adviser relationships, expand the scope of existing adviser relationships, and introduce new tools and services to existing advisers.  

Cook comes to Brinker Capital with experience in retirement plans from his roles at Vanguard, SEI, USI, Stancorp Equities, Bisys, and Valley Forge Asset Management. He earned his Bachelor’s degree in Marketing from Penn State University.