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Newsroom - Brewer Investment Group - October 13, 2009



Continued Growth Across All Business Lines Leads to New Appointments

 

CHICAGO – Tuesday, October 13, 2009 Bookmark and Share
 
CHICAGO (Morningstar) -- Brewer Investment Group Expands Management Team Appointing Mark Olson President; John Wallin Named Senior Vice President of National Sales.

Brewer Investment Group, an independent wealth management firm, today announced the appointment of Mark Olson as President of Brewer Investment Group, a new position. Mr. Olson will work directly with CEO Steve Brewer on executing the firm’s growth strategy and advancing the firm’s ongoing efforts to deliver industry-leading wealth management products and services.

Mr. Olson has 31 years of financial services experience. He has created many innovative sales and marketing strategies currently used in the securities and insurance industries. He has also trained thousands of registered representatives and insurance agents on improving their business. Most recently, Olson was Co-National Sales Director and Chief Operating Officer of Allstate Financial Services, LLC, where he oversaw the financial services sales activities of thousands of producers and was responsible for managing the company’s daily broker-dealer operation. Mr. Olson has also served as a Divisional Director of Shearson Lehman Brothers, Chairman and CEO of Invest Financial Corporation, and Chairman and CEO of a privately held management consulting organization serving the securities and insurance industries.

“Brewer has a unique value proposition, a client-centric culture and a commitment to offer comprehensive investment opportunities to investors and advisors,” said Mark Olson. “I strongly identify with their vision and I look forward to leveraging my expertise to further advance the firm’s efforts to be at the forefront of innovation and operational excellence.”

“We are excited to have Mark on our team. He has the expertise and thought leadership to help us with the continued expansion and momentum of the firm, and the enhancement of our offerings,” said Steve Brewer. “With a proven track record of growing several profitable financial services companies, he will help us execute our growth strategy, achieve optimal efficiency, and increase our customer base and revenue.”

As part of Brewer’s management expansion, John F. Wallin joins the firm as Senior Vice President of National Sales. Mr. Wallin will be responsible for all aspects of sales across Brewer Investment Group’s six divisions. He will manage short- and long-term strategies, develop and integrate new account acquisitions and distribution channels, and identify profitable relationships.

Mr. Wallin has more than 30 years of financial services industry experience building national and regional distribution chains through innovative cross-selling, key account management, target marketing and strategic alliances. He has helped lead some of the most respected companies in the financial services sector, including Kemper Financial, Putnam, BISYS, Allstate Financial, American Insurance Marketing Corporation, and GWS Life Settlements.

About Brewer Investment Group

Brewer Investment Group is an independent, diversified wealth management firm serving individual investors, small to mid-size businesses, institutions, and financial advisors. Brewer Investment Group has six wholly owned subsidiaries including Brewer Financial Services, Brewer Investment Advisors (RIA), Brewer Insurance Group, Brewer Futures Group, Brewer FX, and Advisor Resource - offering a wide range of financial products, strong acumen in alternative investments and robust collaboration among each of its businesses.

Brewer’s mission is to bring institutional products and services to the individual investor and to leverage a comprehensive open-architecture wealth management platform which provides flexible access to investment services and products such as financial and retirement planning, asset allocation, insurance and annuities, and professional money management. For sophisticated investors looking for additional strategies to complement their existing asset allocations, Brewer offers a choice of private equity investments, hedge funds, commodities, and currency trading. Brewer also offers an extensive list of managed futures and forex programs.

For more information visit http://brewerinvestmentgroup.com. or call 800-971-2180.

Corporate Offices at 200 South Michigan Avenue, 21st floor, Chicago, Il 60604.

Securities offered through and under the supervision of Brewer Financial Services, LLC, a member of FINRA/SIPC.Investment advisory services offered through Brewer Investment Advisors, LLC.

Media Contact:
Inna Suvorov
Senior Vice President, Global Communications and Marketing
Brewer Investment Group
312-896-3950
isuvorov@brewerinvestmentgroup.com

 
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