BERWYN, Pa.--(BUSINESS WIRE)--Ategenos Capital, a firm built to partner with financial institutions to deliver investment advisory solutions, today announced the official launch of its business. Founded in the Spring of 2022, Ategenos brings together several former executives who were critical to Brinker Capital’s founding and success, including Brinker’s co-founder, John Coyne.
“I’m thrilled to be announcing the launch of Ategenos Capital,” said John Coyne, Chairman. “I’m equally excited to be working again with a fully-engaged team aligned with our common goal of providing forward-looking advice. We are eager to begin collaborating with and serving our future partners to help their businesses scale, grow and succeed.”
Coyne will serve as Chairman of Ategenos Capital, while Jason Moore will lead the firm’s day-to-day operations as Chief Executive Officer. Moore brings more than 25 years of industry experience to the role, most recently serving as Chief Solutions Officer at the prior firm. Previously, Moore was a Managing Director and spent more than 20 years with Morgan Stanley Wealth Management, leading the firm’s investment advisory division, Consulting Group, prior to his departure in 2016. Joining them is Brendan McConnell, who will serve as Chief Operating Officer. McConnell spent the bulk of his career with Brinker Capital, where, as Chief Operating Officer, he was responsible for building, leading and developing the strategic direction of the firm’s Operations, Service, and Technology teams.
Investment management for Ategenos will be led by co-Chief Investment Officers Jeff Raupp, CFA, and Amy Magnotta, CFA. Raupp and Magnotta, who have a 21-year performance track record co-managing portfolios previously at Brinker Capital, will focus on the firm’s investment research, asset allocation, strategy selection, and portfolio management. Raupp was formerly the Chief Investment Officer prior to his departure in 2021. Magnotta was formerly the Head of Discretionary Portfolios prior to her departure in 2022.
With plans to soon evolve its business, the firm will initially focus on supporting the growth of international financial institutions establishing operations in the United States, which will allow them to continue serving non-U.S. residents seeking the safety of U.S.-based investments. While not yet available due to pending SEC registration status, Ategenos also plans to launch discretionary investment advisory solutions to be made available on leading industry managed account platforms.
“I am excited about the opportunities ahead for Ategenos Capital. We pride ourselves on developing a culture that focuses on serving our partners to help them achieve their strategic objectives,” said Jason Moore, CEO. “Our company is comprised of a team of experts with unique industry knowledge that focuses on delivering investment solutions with best-in-class service to financial institutions and their advisors on the platforms they’re engaging with today.”
ABOUT ATEGENOS CAPITAL
Founded in 2022 by industry veterans, Ategenos is an independent and objective investment advisory partner providing solutions and concierge-level service for advisors and their investors. Ategenos is focused on providing personalized support to advisors so they can spend more time with their clients. For more information, please visit www.ategenoscapital.com.
DISCLOSURE
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The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Ategenos. There is no guarantee that the strategies and services offered by Ategenos will be successful or outperform other strategies and services. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice.
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