Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Morgan Stanley Smith Barney Promotes Two to Sales and Product Posts
The firm said both men will report to James J. Tracy, director of Consulting Group.
Brookman has headed Consulting Group’s Product and Platform Development since 2007. Prior to joining Consulting Group, he headed Retirement Services at Citigroup Asset Management, where he built a sales and service model that leveraged multiple Citigroup distribution segments.
In addition to his new role, Butler will continue as director of Business Management and Operations of Consulting Group, a position he has held for two years.
Previously, he served as COO of Global Wealth Management Investments and Private Bank Investments for Citi. Before that, he was Chief Operating Officer of Citi’s global Non-Profit and Government Entities unit.
You Might Also Like:
IRI Urges New Jersey to Keep Advisers, Broker/Dealers ‘Independent’
Independent RIAs to Increase by 12% by 2028
Edward Jones Launches Private Client Services for High-Net-Worth Clients
« Benefit Plan Solutions Offers Problem Solving and Plan Design Services