Dave O'Rourke Joins Broxton Capital Advisors as Head of Distribution

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Dave O’Rourke joins the firm as Managing Director and Head of Distribution. Mr. O’Rourke, who brought Broxton’s SMAs to EQIS Capital in 2013, is charged with defining and developing the firm’s distribution strategy across multiple channels, notably in the independent advisor space.

Broxton Capital Advisors today announced that Dave O’Rourke has joined the firm as Managing Director and Head of Distribution. Mr. O’Rourke, who brought Broxton’s SMAs to EQIS Capital in 2013, is charged with defining and developing the firm’s distribution strategy across multiple channels, notably in the independent advisor space.

“We are very pleased to enter into this new and much more intimate relationship with Dave,” says Managing Partner and Co-founder Byron Stead. “Dave is a proven player for us, having already brought us to the attention of hundreds of advisors across the USA. We know he can drive AUM; we have high hopes for very meaningful growth.”

Mr. O’Rourke is an industry veteran most well-known for taking EQIS from under $200M to almost $2B in AUM in just four years. As EVP and Chief Distribution Officer, Mr. O’Rourke led the effort to sign dozens of boutique money managers and broker/dealers to EQIS, which under his leadership was the fastest growing TAMP from 2013 to 2016.

“Discovering and developing the amazing depth of talent and energy in the emerging manager market has been the most satisfying thing I’ve done in my career,” says Mr. O’Rourke. “In Broxton we have it all: incredible talent, a compelling investment thesis, and a twelve-year track record that seasoned advisors are looking for. I see my job as a simple one: bring it to the people.”

About Broxton Capital

Allen Cooke and Byron Stead founded Broxton Capital Advisors in 2005. Broxton are disciplined value investors pursuing a repeatable and durable investing process. They seek under-appreciated assets with strong fundamentals and extraordinary opportunities that differ from the crowd. They are passionate about value investing. A GIPS-certified and independently audited track record is available for interested advisors and investors.

Mr. Cooke has over twenty-five years of experience serving institutional and individual clients. Prior to BCA, he was head of Fixed Income Research and Trading for Western International Securities. He has researched and correctly forecast a number of economic situations involving companies, markets and industries. He has a B.A. from the University of Arizona.

Byron Stead has over twenty years of experience serving institutional and individual investors. As a bond trader his clients included some of the most well-known companies in the mutual fund and hedge fund industries. A veteran of Morgan Stanley and Merrill Lynch in London, Mr. Stead uses his background in macro-economics and mathematics to navigate ever-changing economic environments. He has a B.A. in Financial Economics and Mathematics from the University of Michigan.

Contact Information

Broxton Capital Advisors
1063 Gayley Avenue, 2nd Floor
Los Angeles, CA 90024
310-208-2151
info(at)broxtoncapital(dot)com
dave(at)broxtoncapital(dot)com
http://www.broxtoncapital.com

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Candace Johns
Broxton Capital
+1 (310) 208-2151
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