Arthur Bavelas
The Bavelas Group & Family Office Insights
Wendy Becker
Logitech International S.A.

Noreen Beaman

Founding Partner & CEO

Brinker Capital

Berwyn, PA, USA

Noreen Beaman

Biography

Noreen Beaman is a Founding Partner and CEO of Brinker Capital. Founded in 1987, Brinker Capital is a privately held investment management company offering a range of financial solutions that give advisors the flexibility they need to meet the changing needs of clients.

Noreen’s career trajectory is unique, especially in today’s business climate. It's 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.

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 to Merge With Support From Genstar Capital and ...

... TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse. Noreen Beaman, Founding Partner & CEO of Brinker Capital, says, “By marrying our proprietary strategies with Orion’s best-in-class technology and open-architecture investment platform, we’ll be combining our unique strengths to enable clients working with both of our companies to continue building strong, profitable, and future-ready advisory businesses.”

 

Brinker Capital Launches Behavioral Insights Series

Brinker Capital has been listening to financial advisors for over 30 years,” said Noreen D. Beaman, chief executive officer at Brinker Capital. “We know that one of the biggest challenges to their business is managing the emotions and behaviors of their clients. The Behavioral Insights series shows that effective financial education is simple, memorable, visual, and timely.”

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Noreen Beaman’s Background

Founding Partner & CEO
Jul 2012 - Present
Berwyn, PA, USA
Founded in 1987, Brinker Capital has grown into a firm that employs over 160 investment and services professionals and has served over 62,000 investors. It uses a multi-asset class investment approach to helps its clients meet their ever-changing financial needs.
Chief Operating Officer
Aug 2009 - Jul 2012
Berwyn, PA, USA
Founded in 1987, Brinker Capital has grown into a firm that employs over 160 investment and services professionals and has served over 62,000 investors. It uses a multi-asset class investment approach to helps its clients meet their ever-changing financial needs.
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Current Non-Executive Positions

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 Non-Executive Positions

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.
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

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.
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

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

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.
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

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.
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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Noreen Beaman’s Education

BS, Accounting
1983 - 1986