Brandon Berry, William Cho, Michael Gatti and Holly Onachilla will oversee CNL Securities RIA relations in four regions across the United States.
Berry is the vice president of the RIA channel in the Eastern region. Previously, he served as regional internal sales manager and internal wholesaler for the firm, as well as a business development specialist for the Carolina territory. Prior to that, Berry was a corporate strategic analyst for CNL Capital Markets.
Cho will serve as vice president for the West Coast region. With 17 years of experience in the financial services industry, Cho most recently helped grow RIA relationships at Symetra Financial. He also worked as a fixed-income bond trader for Wells Fargo Advisors.
Gatti was named vice president for the Western region. Prior to joining CNL, Gatti worked in the RIA channel for Schwab Institutional and Schwab Financial Services where he managed representatives and RIAs in the Southeast.
Onachilla will serve as vice president and regional business consultant for the Northeast. She has more than 15 years of experience working with RIA advisors, fee-based broker-dealers, banks, family offices and institutions. Most recently, Onachilla worked at Aria Retirement Solutions providing guaranteed income alternatives. She also worked at TIAA-CREF where she helped build its RIA platform.
The team will be led by Brian Lee, the firm’s national sales manager, who has more than 25 years of experience in the asset management and broker-dealer space.
CNL currently offers two products in the RIA channel; CNL Healthcare Properties, a non-traded real estate investment trust focused on investing in senior housing and healthcare facilities; and Corporate Capital Trust, a non-traded business development company.
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