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.
T.J. Gardner
Managing Director,
Head of Distribution
Brian Kelleher
Chief Revenue Officer
Paisley Nardini, CFA, CAIA
Managing Director,
Head of Multi-Asset Solutions
Bobbi Ivanova, CFA, CAIA
Managing Director,
Head of Institutional Sales
Ronja Lodmark
Managing Director,
ETF Solutions
Phil Dugan
Managing Director,
ETF Solutions
Kris Patel, CFA
Managing Director,
ETF Solutions
Mark Nordman
Managing Director,
ETF Solutions
Brent Uhlenhopp, CIMA®
Senior Vice President,
ETF Solutions
James Beilstein
Senior Vice President,
ETF Solutions
Clint Rogers
Senior Vice President,
ETF Solutions
Akash Shetty
Associate Vice President,
ETF Solutions

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