| Fund Inception | 03/20/2017 |
| Name of Issuer | Destinations Funds |
| Fund Advisor(s) | Brinker Capital Investments LLC |
| Sub-Advisor(s) | LMCG Investments, LLC |
Fund Managers for DMSFX
Ajit Kumar
Portfolio Manager since 03/08/2019
Mr. Kumar is the Portfolio Manager for investment-grade credit correlation products. Prior to joining LMCG, Mr. Kumar was a Portfolio Manager at Serenitas. Mr. Kumar previously worked at Merrill Lynch where he served as a Director responsible for the proprietary trading of credit correlation products from 2005 to 2011, and, prior to that, he traded arbitrage relationships and relative value opportunities. Previously, Mr. Kumar worked at Morgan Stanley. Mr. Kumar received his Bachelors of Engineering in Computer Science from C.R. State College of Engineering, his MBA from McGill University, and his M.S. in Financial Mathematics from Stanford University. Mr. Kumar holds a Chartered Financial Analyst designation from the CFA Institute and is a member of New York Society of Security Analysts.
Edwin Tsui
Portfolio Manager since 03/08/2019
Mr. Tsui is a Co- Portfolio Manager for CLOs and high-yield credit correlation products. Prior to joining LMCG, Mr. Tsui was a Portfolio Manager at Serenitas. Mr. Tsui previously worked at Merrill Lynch serving as a Director first in charge of the proprietary trading of subprime bonds and subsequently the portfolio manager for the proprietary trading of CLOs and tranches of the HYCDX and LCDX credit indices. Mr. Tsui started his career at Merrill Lynch in 2004 as a structurer in the asset based principal investments group. Mr. Tsui received his M.S. in Mathematics in Finance from the Courant Institute of New York University and his undergraduate Masters of Physics degree from the University of Oxford. Mr. Tsui holds a Chartered Financial Analyst designation from the CFA Institute and is a member of New York Society of Security Analysts.
Andreas Eckner
Portfolio Manager since 03/08/2019
Mr. Eckner is the Portfolio Manager for residential mortgage backed securities (“RMBSâ€). Prior to joining LMCG, Mr. Eckner was a Portfolio Manager at Serenitas. Mr. Eckner previously worked at Merrill Lynch serving as Vice President in proprietary trading where he traded RMBS from 2007 to 2011. Prior to joining the financial industry, Mr. Eckner was at Stanford University where he completed a Ph.D. in Statistics and served on the admissions committee for the M.S. program in Financial Mathematics.
Guillaume Horel
Portfolio Manager since 03/08/2019
Mr. Horel is a Co-Portfolio Manager for CLOs and high-yield credit correlation products. Prior to joining LMCG, Mr. Horel was a Portfolio Manager at Serenitas. Mr. Horel previously worked at Merrill Lynch serving as a Vice President in proprietary trading where he traded CLOs from 2007 to 2011. Prior to joining Merrill Lynch, he worked for the structured credit analytics group at Goldman Sachs. Mr. Horel graduated with a degree in Engineering from Ecole Centrale and a degree in Economics from Panthéon-Sorbonne University in Paris. He holds a M.S. in Financial Mathematics and a Ph.D. in Statistics, both from Stanford University.
David Weeks
Portfolio Manager since 03/08/2019
David Weeks, Mr. Weeks is the Chief Investment Officer of the team. Prior to joining LMCG, Mr. Weeks was Chief Investment Officer of Serenitas. Mr. Weeks previously worked at Merrill Lynch where he served as a Managing Director responsible for the proprietary trading of Non-Agency Residential Mortgage Backed Securities from 2006 to 2011, and, prior to that, he spent seven years managing the collateralized loan obligations (“CLOsâ€) Trading Desk. Previously, Mr. Weeks worked at Moody’s Investors Service. Mr. Weeks received a B.S. in Finance from Lehigh University.
Brian Storey
Portfolio Manager since 07/01/2022
Brian P. Storey is Head of Discretionary Portfolios at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, he oversees the firm’s discretionary portfolio offerings, including the implementation of all asset allocation, manager research, and portfolio construction decisions. Brian has primary portfolio management responsibilities in all aspects of the investment process for these multi-asset class portfolio solutions, including Destinations and the Destination Funds. He serves as Chair of the Portfolio Management Committee and is a member of the Asset Allocation Committee and Investment Due Diligence Committee. Prior to joining Brinker Capital, Brian was a Senior Portfolio Manager at First Citizens Bank where he oversaw portfolio construction for the globally-diversified multi-manager investment strategies utilized by the firm’s private wealth and institutional clients. Previously, he served in various leadership and operational roles during his five years as an officer in the U.S. Coast Guard. Brian graduated from the United States Coast Guard Academy with a Bachelor of Science in management and earned his Master of Business Administration from Duke University’s Fuqua School of Business where he graduated as a Fuqua Scholar. Brian is a CFA® charterholder and holds the FINRA Series 65 license. He is a member of the CFA® Institute and the CFA® Society North Carolina.
Timothy Holland
Portfolio Manager since 11/02/2022
Mr. Holland monitors broad economic and political trends and analyzes the potential impact on portfolios at the sector level. In addition to his investment responsibilities, he often serves as spokesperson for TAMRO. Mr. Holland joined TAMRO in April 2005 after nearly five years with Manley Asset Management LP, bringing with him well-developed analytical skills and a deep understanding of capital markets. At Manley Asset, Mr. Holland conducted fundamental, bottom-up analysis on a wide range of companies and industries, including specialty retail, casual dining, manufacturing and transportation. Prior to Manley Asset, Mr. Holland was a Partner at Towers Group Inc., a boutique communications firm that provided investor and public relations counsel to leading financial services firms. Mr. Holland earned his B.A. from Drew University and holds the Chartered Financial Analyst designation.
Andrew Goins
Portfolio Manager since 07/01/2023
Andrew Goins is a Senior Portfolio Manager at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. Before assuming his current role, Andrew was Director of SMA & Mutual Fund Due Diligence at Brinker Capital Investments. In that role, Andrew provided oversight of the available universe of SMA’s and mutual funds across the firm’s open-architecture platforms and was responsible for the team of investment analysts. Andrew has over 16 years of industry experience.
Prior to joining Brinker Capital in 2010, Andrew was an Investment Analyst at Budros, Ruhlin & Roe. Andrew graduated from The Ohio State University with his Bachelor of Science in Business Administration. He is a CFA charterholder and holds the FINRA Series 7 license.
