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Noreen Beaman

President

Brinker Capital Investments

Berwyn, PA, USA

Noreen Beaman

Biography

Noreen Beaman is President of Brinker Capital Investments. Prior, she was Founding Partner and CEO of Brinker Capital, a privately held investment management firm. In 2020, Brinker Capital and Orion Advisor Solutions merged to form Brinker Capital Investments.

Noreen’s career trajectory is unique, as it is built upon three decades and five distinct roles with the same company, beginning in 1989 as CFO. At each turn, she was instrumental in Brinker’s growth, and fostering her own, culminating in her appointment as CEO in 2012 and President in 2020.

After her time as CFO, she was Regional Director of Sales. In this role, she gained insight into analyzing the needs of clients as they navigate their continually changing financial needs brought on by economic, career, and familial events. In 2005, as Executive VP of Strategic Planning, Noreen charted Brinker’s strategic future, developing a broader business strategy, while also overseeing major operational, financial, and strategic decisions. Next, as COO, she built upon her previous roles to develop long-term planning initiatives and manage day to day operations across all areas of the company.

Inspired by her daughter’s ideas on workplace equality, Noreen began to work with organizations that championed equality and diversity. She was on the Board of the Envestnet Institute Women in Wealth, a program that educates and empowers women to achieve success in wealth management. She also works to promote equality as a member of and mentor for the Money Management Institute’s Leadership Pathway. This initiative connects younger members with industry professionals to build their knowledge of the investment advisory industry. Noreen is often a featured speaker and writer on the topics of women in the workplace, equality, and diversity.

Noreen has received many accolades, including the Philadelphia Business Journal’s Most Admired CEO and EY Entrepreneur of the Year for Greater Philadelphia.

Noreen Beaman’s Newsfeed

Business Wire
Orion Advisor Solutions and Brinker Capital Complete Merger

“With the merger of Orion and Brinker Capital, we are able to capture the momentum created by the increasing connectivity of technology and fiduciary advice, and channel it into the pursuit of a transformative advisor-client journey,” said Eric Clarke and Noreen Beaman in a joint statement.

Business Insider
Brinker Capital Releases Next Chapter in Behavioral Insights Series

"We're excited to further our mission of helping advisors engage meaningfully with their clients," said Noreen D. Beaman, Chief Executive Officer at Brinker Capital. "Through the Behavioral Innovation Lab, we are committed to enriching advisor-client engagement with tools, training, and technology to provide for the practical application of behavioral finance."

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Noreen Beaman’s Background

Brinker Capital Investments
President
Sep 2020 - Present
Berwyn, PA, USA
Brinker Capital Investments provides financial advisors with access to investment strategies from seasoned, in-house portfolio managers. The firm also offers high-quality investment manager due diligence, asset allocation, portfolio construction, and client communication services.
Brinker Capital
Founding Partner & CEO
Jul 2012 - Sep 2020
Berwyn, PA, USA
Founded in 1987, Brinker Capital grew into a firm that employed over 160 investment and services professionals and served over 62,000 investors. In 2020, Brinker Capital merged with Orion Advisor Solutions to form Brinker Capital Investments.
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Current Board Positions

Brinker Capital Destinations Funds Board
Interested Trustee
Berwyn, PA, USA
Destinations is a comprehensive investment management program utilizing the Destinations funds to construct a range of risk-based portfolios.

Previous Board Positions

Money Management Institute
Board of Governors
New York, NY, USA
The Money Management Institute is the leading industry association representing financial services firms that provide financial advice and professionally-managed investment advisory solutions to investors.
Envestnet Institute Women in Wealth
Board of Directors
Chicago, IL, USA
The Envestnet Institute Women in Wealth is a program focused on inspiring, educating, engaging, and empowering women to succeed in wealth management.

Media

Hear and Persevere: Inspiring Stories of Dynamic Women – Noreen Beaman
Interview
May 2020
Sarasota, FL, USA
In this interview with Copytalk, Noreen Beaman outlines her career path, while also discussing significant learning moments along the way and those who mentored and helped her gain knowledge during her career.
$he Spends
Interview: Noreen Beaman on Creating a Family-Oriented Workplace as a CEO
2019
New York, NY, USA
In this interview, Noreen Beaman discusses how her daughter inspired her to look more closely at issues of family, women, and the workplace. She also talks about becoming a mentor and an advocate for flexible family leave policies at her office.
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Publications

Real Assets Adviser
The Road to Growth
Jan 2019
San Ramon, CA, USA
The road to growth: Brinker Capital was named after Brinker Road and, $23 billion AUM later, CEO Noreen Beaman is behind the wheel and negotiating its destination.

Memberships

Money Management Institute Leadership Pathway
Member and Mentor
New York, NY, USA
The Money Management Institute’s Leadership Pathway connects members of the next generation with industry veterans to further enhance the mentees’ knowledge of and insights into the investment advisory industry.
American Institute of Certified Public Accountants
Member
New York, NY, USA
The American Institute of Certified Public Accountants is the world’s largest member association representing the accounting profession. It is proud to have over 431,000 members in 130 countries and territories.
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Awards & Endorsements

Ernst & Young
Greater Philadelphia’s Entrepreneur of the Year
2018
New York, NY, USA
EY Entrepreneur of The Year is a unique global program that recognizes entrepreneurs and their achievements, highlighting individuals who demonstrate vision, leadership, and success.
Philadelphia Business Journal
Most Admired CEO in the Philadelphia region
Philadelphia, PA, USA
The Philadelphia Business Journal recognizes dynamic business leaders for their achievements and contributions to their companies and the region.
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Speaking Engagements

Advancing Women in Leadership Workshop: Success Is Being a True CEO
Speaker
Oct 2020
Noreen Beaman will be a featured speaker at the Advancing Women in Leadership Workshop presented by Financial Services Institute. The event will discuss a range of topics with a focus on how top-performing women financial professionals are effectively becoming the CEO of their companies and their lives.

Noreen Beaman’s Education

Saint Peter's University
BS, Accounting
1983 - 1986