Client
Solutions
Team

Our Client Solutions team is committed to helping advisors with their asset allocation process. Please feel free to connect with us to learn more about Simplify and how we can help you build better portfolios for your clients.
Brian Kelleher
Chief Revenue Officer
Bobbi Ivanova, CFA, CAIA
Managing Director,
Head of Institutional Sales
Ronja Lodmark
Managing Director,
Institutional Sales
Phil Dugan
Managing Director,
ETF Solutions
Kris Patel, CFA
Managing Director,
Head of Multi-Asset Solutions
Mark Nordman
Managing Director,
ETF Solutions
Brent Uhlenhopp, CIMA®
Managing Director,
ETF Solutions
James Beilstein
Senior Vice President,
ETF Solutions
Jason Arata
Senior Vice President,
ETF Solutions
Clint Rogers
Senior Vice President,
ETF Solutions
Tim McQueen, CEPA®
Senior Vice President,
ETF Solutions
Akash Shetty
Associate Vice President,
ETF Solutions
Kofi Darko
Associate Vice President,
ETF Solutions

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  • Simplify curated model portfolios that show investors how to incorporate alternatives into their portfolio
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Simplify Curated Model Portfolios Incorporating Alternatives In-Depth Case Studies To Help You Manage Portfolios
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