Active Allocator Announces Appointment of Brian D. Jones as Chief Financial Officer and Executive Board Director

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Top broker dealer and investment banking executive joins Fintech startup

Active Allocator enhances the financial advisor-client bond and helps attract and retain affluent investor assets.

Active Allocator, Inc. ("Active Allocator") announced today the appointment of Brian D. Jones as Chief Financial Officer and Director. Active Allocator owns and operates, the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments in performing strategic asset allocation, portfolio construction and manager selection for financial advisers.

Sameer Jain and Helen Zhai, Active Allocator’s co-founders, noted, "We are privileged and delighted to welcome Brian Jones to the Active Allocator team. He brings significant investment banking, finance, accounting, operating and asset management experience to our firm. Brian will be taking on strategic management and Chief Financial Officer roles to support our early stage build-out. He has held executive officer positions with publicly listed companies, led banking and capital markets businesses, managed large broker-dealer organizations and is keenly attuned to affluent investor and financial adviser needs.”

Mr. Jones has over 25 years of experience operating and advising public and private real estate and financial services companies and executing a broad range of complex strategic and capital markets transactions, including approximately $10 billion of capital markets transactions, $10 billion of real estate acquisitions and dispositions and $40 billion of corporate mergers and acquisitions. In February 2016, Mr. Jones founded Windmill Capital Management, an investment management firm focused on connecting high net worth investors with opportunities in real assets including real estate and alternative energy. Previously, Mr. Jones was director, Chief Financial Officer and assistant secretary of RCS Capital Corp, a full-service diversified financial services firm with more than 9,000 independent financial advisers, from December 2013 to January 2016. Mr. Jones also served as head of the investment banking division of Realty Capital Securities, LLC, a subsidiary of RCS Capital Corp. Mr. Jones also previously served as Chief Operating Officer and Chief Financial Officer and treasurer of two publicly traded real estate investment trusts. Prior to that, Mr. Jones served in a number of investment banking positions with Robert W. Baird & Co., Morgan Stanley & Co., RBC Capital Markets, UBS and PaineWebber, Inc. Prior to that, Mr. Jones was a manager in the real estate tax advisory group at Coopers & Lybrand, LLP, where he focused on REIT and partnership tax structuring. Mr. Jones is a Certified Public Accountant (inactive), licensed in California since 1994.

Mr. Jones commented on his appointment, "I am excited to join Active Allocator to help build upon their creation of the most comprehensive asset allocation and portfolio management tool in existence. Financial advisers and their clients are under-served by existing asset allocation tools, especially in the integration of alternative investments, which are valuable additions to diversified portfolios that remain grossly under allocated in retail client portfolios. This is in part because financial advisers lack sound means to quantify and demonstrate their accretive portfolio benefits. By providing the first comprehensive portfolio construction and manager selection tool, we can profitably serve affluent investors – those not interested in a one size fits all experience – as well as cater to a broad range of advisers through our flexible, parameterized, online, scalable technology platform. I see a huge opportunity in providing mass-customized, analytics driven, financial recommendations in the rapidly converging $500 billion traditional and alternative investment market."

About Active Allocator is the world’s first portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios. A fintech digital disruptor, it offers RIAs and broker-dealer’s financial advisers a simple way to understand and explain alternative investments’ benefits within the context of their particular client’s holdings; to allocate appropriately, as well as to access exposure by investing with the right set of active manager funds.

SOURCE Active Allocator Inc.

Contact: media(at)activeallocator(dot)com Phone +1 312 498 1903

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