Who's Moving Where In Wealth Management? - TaxAct, Raymond James, Others

Editorial Staff

24 April 2018

TaxAct
, an investment management company focused on multi-asset class investing, has appointed one member and has made several promotions to its operations across the US. They will all report to Ed Kelly, executive vice president of national sales.

Sterling Moore joins Brinker Capital as a regional director responsible for new business development and client service for the PacWest territory including, northern California, Oregon, Washington, and Alaska. Prior to joining the firm, Moore was a vice president at MassMutual Pacific, regional vice president at Global Atlantic, and divisional sales director and regional vice president at Invesco/Van Kampen Investments.

Matt Mileski was promoted from business development consultant to regional director covering the areas of Alabama, Georgia, Mississippi, South Carolina, and Tennessee. Mileski has been with Brinker Capital for more than three years.

In addition to his sales responsibilities as regional director in Florida and Puerto Rico, Tom Rieman will provide sales support and training as a speaker for The Center for Outcomes, an educational program backed by Brinker Capital.

Avery Cook has been promoted as the retirement plan services regional director. Cook has over 21 years of experience in the financial services industry.