Brinker Capital Investments

Brinker Capital Investments
17605 Wright Street
Omaha, NE 68130
Phone: (888) 455-4244
Phone: (402) 493-3313
Fax: (402) 493-2811
www.brinkercapital.com

Articles by Brinker Capital Investments

Timothy Holland, CFA
Chief Investment Officer, Orion Advisor Solutions

Timothy Holland

Tim Holland is the chief investment officer at Orion Advisor Solutions, where he oversees the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. Prior to his current role, Tim was the Global Investment Strategist at Brinker Capital where he worked with senior members of the investment team to develop and deliver Brinker Capital’s macroeconomic and capital markets outlook, including the company’s investment views and portfolio positioning. Tim has over 20 years of investment experience.

Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies. Tim received his Bachelor of Arts in political science from Drew University. He holds a FINRA Series 65 designation and is a CFA® charterholder. Tim’s investment commentary can be found in various business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.

Grant Engelbart, CFA, CAIA
Director of Research, Senior Portfolio Manager, Brinker Capital Investments

Grant Engelbart

Grant Engelbart is a senior portfolio manager at Brinker Capital Investments. In this role, he manages aggressive mutual funds and several ETF and mutual fund separate account strategies. He also leads the alternative broad asset class team and serves on several committees across Brinker’s parent company, Orion Advisor Services, LLC. Grant first joined Orion in 2007 and returned to the company in 2009. He held several roles in trading and investment research before accepting the role of portfolio manager in 2013.

Prior to joining Brinker, Grant held positions at CLS investments (which has since rebranded to Brinker Capital Investments), TD Ameritrade and State Street Corporation. Grant received his Bachelor of Science degree in finance from the University of Nebraska at Lincoln. He is a CFA charterholder, holds the Chartered Alternative Investment Analyst (CAIA) designation, and FINRA Series 65 license. He is a member of the CFA Society of Nebraska and the CAIA Chicago Chapter. Grant was named one of the Top Ten Money Managers to Watch by Money Management Executive in 2018.*

*This information is not complete without the disclosures at the end of this presentation

Michael Hadden, CFA
Portfolio Manager, Brinker Capital Investments

Michael Hadden

Michael Hadden is a portfolio manager at Brinker Capital Investments. In this role, he co-manages a variety of ETF separate account strategies spending considerable time researching the ETF universe while closely monitoring the security selection within portfolios. He specializes in multi asset class, balanced portfolio solutions. Previously he served as an investment analyst and associate portfolio manager for CLS Investments.

Prior to joining CLS in 2017, Michael held internships with Ameritas and Platte Valley Bank, while pursuing his degree. He graduated with honors and high distinction from the University of Nebraska at Lincoln with a Bachelor of Science degree in finance and accounting. He is currently working toward his Chartered Financial Analyst (CFA) designation.

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Important Risk Disclosure

Investing involves risk including the risk of loss of principal.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns.

This communication is not intended to be an investment recommendation or investment advice and should not be relied upon as such.

The S&P 500® Index is a product of S&P Dow Jones Indices LLC or its affiliates (“S&P DJI”) and have been licensed for use by State Street Global Advisors. S&P®, SPDR®, S&P 500®,US 500 and the 500 are trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”) and has been licensed for use by S&P Dow Jones Indices; and these trademarks have been licensed for use by S&P DJI and sublicensed for certain purposes by State Street Global Advisors. The fund is not sponsored, endorsed, sold or promoted by S&P DJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of these indices.

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