News
Simplify Asset Management Announces Hiring of Chief Revenue Officer
Share
Brian Kelleher hired to lead focus on customer success and experience
September 09, 2020
New York, New York — (BUSINESS WIRE) — Simplify Asset Management (“Simplify”) announces the hiring of Brian Kelleher as chief revenue officer. Kelleher is based in New York City and reports to the chief executive officer, Paul Kim.
In this newly created role, Kelleher is responsible for the success of Simplify clients and their overall experience. Kelleher will lead distribution and marketing to Simplify clients, primarily advisors and institutional clients.
“I am elated to join the team at Simplify. Paul and I worked closely together at PIMCO to build a successful ETF platform and I’m excited for another chance to innovate with an incredibly talented team with world-class intellectual property,” said Kelleher. “I have been fortunate to work with some of the ETF industry’s most important asset managers, financial advisors, and investors for over a decade. Our initial strategies fill a gaping hole in many client portfolios in a straight-forward and efficient way. Simplify is uniquely positioned to provide financial professionals with vital tools to shepherd their clients’ portfolios.”
“It’s a joy to work with passionate and talented professionals – Brian is an experienced, whip-smart, client-centered professional, a great human being, and a close friend. We are lucky to have him on our leadership team,” said Kim. “Our ambitions are simple and big -- we want to simplify the complex for advisors. We are going to start with the biggest pain point for advisors’ portfolios today: the triple whammy of stretched risk asset valuations, record low yields, and unprecedented economic and geopolitical uncertainties. Longer term, we want to be the authority on options – basically we want to be the PIMCO of options.”
Previously, Kelleher was a senior vice president, ETF strategy at PIMCO’s New York office where he crafted and executed ETF sales and marketing strategy for PIMCO. Kelleher was responsible for PIMCO’s top ETF clients, with national coverage of asset managers, RIAs and ETF strategists. Kelleher earned a Bachelor of Arts from Georgetown and an MBA from The Wharton School at University of Pennsylvania.
In this newly created role, Kelleher is responsible for the success of Simplify clients and their overall experience. Kelleher will lead distribution and marketing to Simplify clients, primarily advisors and institutional clients.
“I am elated to join the team at Simplify. Paul and I worked closely together at PIMCO to build a successful ETF platform and I’m excited for another chance to innovate with an incredibly talented team with world-class intellectual property,” said Kelleher. “I have been fortunate to work with some of the ETF industry’s most important asset managers, financial advisors, and investors for over a decade. Our initial strategies fill a gaping hole in many client portfolios in a straight-forward and efficient way. Simplify is uniquely positioned to provide financial professionals with vital tools to shepherd their clients’ portfolios.”
“It’s a joy to work with passionate and talented professionals – Brian is an experienced, whip-smart, client-centered professional, a great human being, and a close friend. We are lucky to have him on our leadership team,” said Kim. “Our ambitions are simple and big -- we want to simplify the complex for advisors. We are going to start with the biggest pain point for advisors’ portfolios today: the triple whammy of stretched risk asset valuations, record low yields, and unprecedented economic and geopolitical uncertainties. Longer term, we want to be the authority on options – basically we want to be the PIMCO of options.”
Previously, Kelleher was a senior vice president, ETF strategy at PIMCO’s New York office where he crafted and executed ETF sales and marketing strategy for PIMCO. Kelleher was responsible for PIMCO’s top ETF clients, with national coverage of asset managers, RIAs and ETF strategists. Kelleher earned a Bachelor of Arts from Georgetown and an MBA from The Wharton School at University of Pennsylvania.
About the Simplify Asset Management Inc
Simplify Asset Management Inc. is a Registered Investment Adviser founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor needs and market behavior, along with the non-linear power of options, our strategies allow for the tailored portfolio outcomes for which clients are looking. For more information, visit www.simplify.us.