Page 8 - SFS Catalog Volume 6 Jan 2017
P. 8
CRIA Page 8
CRIA Page 8
Direct Advisory Programs Page 5
Asset Mark
Ext: Keith Girand | (407) 375-1395 | keith.girand@assetmark.com
Int: Rick Reppa | (312) 201-5109 | rick.reppa@assetmark.com
Brinker Capital
Ext: Tom Reiman | (972) 365-1262 | trieman@brinkercapital.com
Int: Kyle Wildemore | (800) 333-4573 x1224| kwildemore@brinkercapital.com
City National Rochdale
West Coast
Jared McDaniel CFA, CPA, CFP, CMT AIF | (727) 244-8641| jared.mcdaniel@cnr.com
East Coast
Scott Pollaci CFA, AIF, CFP | (407) 562-2734| scott.pollaci@cnr.com
CLS Investments
Ext: Jon Trbovich | (303) 956-8147 | jon.trbovich@clsinvest.com
Int: Spencer Smalley | (888)-455-4244 Ext. 7659 | spencer.smalley@clsinvest.com
Loring Ward – SA Funds
Ext: Mike Ozburn| (669) 226-6313 or (800) 366-7266 Ext. 3133 | mozburn@loringward.com
Int: Nishant Pandya | (800) 333-4573 x3125| npandya@looringward.com
Morningstar Managed Portfolio Programs
Ext: Mike Reeves (877) 626-3224 Ext. 5 Mike.Reeves@morningstar.com
Int: Joel Casper (877) 626-3224 Ext. 36 Joel.Casper@morningstar.com
SEI
Ext: Brian Barone | (610) 676-4600 | bbarone@seic.com
Signature Investment Advisors
Ext: Andrew Lin | (800) 723-5115 ex. 2370 | andrewlin@seia.com
Int: Mathew Kim | (800) 723-5115 ex. 2378 | mkim@seia.com
8 Edition Date 03/2017
