Bill Simon to Head Retirement Plan Services Group at Brinker Capital

August 15, 2011 (PLANSPONSOR.COM) – Brinker Capital announced William P. (“Bill”) Simon, Jr. has joined the firm in the newly created position of Managing Director, Retirement Plan Services.

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

According to the announcement, Simon comes to Brinker Capital with deep experience in the investment management industry, with a specialized focus on sales and distribution. Immediately 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 rose through the ranks at American Funds, holding 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 with Federated Investors, where he began his career.  

In addition to Simon’s hire, Brinker Capital announced Paul Cook has joined the firm as Regional Director in the Retirement Plan Services Group. In this role, Cook will help to build new advisor relationships, expand the scope of existing advisor relationships, and introduce new tools and services to existing advisors.  

Cook comes to Brinker Capital with extensive 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.  


– Tara Cantore