Jon Lavin

Founded in 1987, Brinker Capital is one of the leading independent investment management firms that provides financial products and services. It offers managed account investment programs to individual and institutional investors through financial advisors. The company serves various high net worth individuals, employers, institutions, endowments and foundations. It also provides asset management, wealth creation, investment analysis, tax harvesting and proposal assistance services. Brinker Capital features the Unified Managed Account, which includes personalized investment strategies and consolidated client reporting. It additionally offers automated loan and distribution processing, valuation record keeping and brokerage assistance services. The company is a subsidiary of Mutual Benefit.

Our wealth management advisors in TIAA’s Mt. Laurel, NJ office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Mt. Laurel, NJ office is a smaller satellite office, so please call today to schedule an appointment (866) 271-0951.

Our wealth management advisors in TIAA’s Center Valley, PA office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Center Valley, PA office is a smaller satellite office, so please call today to schedule an appointment (800) 842-2010.