Callodine Group launched Callodine Wealth Solutions, the intermediary distribution business dedicated to supporting advisors through differentiated investment solutions and strategic partnerships. This represents a rebranding and expansion of Manning & Napier’s intermediary sales team, which has been serving third-party financial advisors for decades. Callodine Wealth Solutions will give advisors access to a broad range of public and private market capabilities across the entire Callodine platform.
“The growth and repositioning of Manning & Napier’s intermediary distribution business is an important next step in the evolution of our platform,” Tyler Bak, partner at Callodine, said. “Callodine Wealth Solutions will enable us to bring the breadth of investment strategies and capabilities across Callodine to the financial advisor community, under the leadership of Aaron McGreevy and Hunter Allen.”
The launch is accompanied by the addition of four experienced professionals across the distribution and national accounts teams, further strengthening the firm’s ability to support advisors nationwide.
Kimberly Anderson, Vice President, National Accounts
Anderson joins Callodine Wealth Solutions from Stockbridge Capital Group, where she served as vice president and national accounts manager for private wealth, responsible for business development and strategic relationship management. She has held similar positions at Apollo Global Management, Griffin Capital Securities and Realty Capital Securities. In her new role, she will focus on expanding and strengthening relationships with key wealth management platforms and home offices.
Carey Robinson, Vice President, Advisor Consultant, West Coast Region
Robinson brings more than 25 years of experience in investment distribution and working with financial advisors, including previous positions with BlackRock, Brandes Investment Partners, Ameriprise Financial and Stadion Money Management. In his new role, he will lead advisor relationships across the West Coast region.
Todd Brewer, Vice President, Advisor Consultant, Great Lakes Region
Brewer brings over 20 years of experience partnering with financial advisors and supporting investment distribution across the wealth management channel, most recently with Ashford Securities. He previously held similar positions at Merrill Lynch, W.P. Carey and Steben and will lead advisor relationships across the Great Lakes region.
Darren Beurer, Vice President, Advisor Consultant, New England Region
Beurer joins Callodine Wealth Solutions from Bluerock Capital Markets, where he served as senior vice president for New England, bringing experience across alternative investments and wealth management distribution. He previously held similar positions at Oppenheimer Capital and John Hancock and will lead advisor relationships across New England.
“We are thrilled to welcome Kimberly, Carey, Todd and Darren to Callodine Wealth Solutions,” Hunter Allen, head of Callodine Wealth Solutions, said. “Each brings deep industry experience and a strong commitment to serving financial advisors. As we continue to grow the business, their addition significantly expands our ability to build meaningful advisor relationships and deliver differentiated, income-oriented investment solutions across the country.”
