In an effort to expand its presence in the Registered Investment Advisor (RIA) channel, CNL Securities Corp. has hired four vice presidents to manage the company’s regional divisions.
Led by CNL’s national sales manager, Brian Lee, the team consisting of Brandon Berry, William Cho, Michael Gatti, and Holly Onachilla will be responsible for overseeing the company’s two product offerings, CNL Healthcare Properties and Corporate Capital Trust.
Berry who previously served as CNL’s regional internal sales manager and internal wholesaler will be the vice president for the RIA eastern channel. He earned his bachelor’s degree from the University of Memphis.
With an extensive background in financial services, Cho will serve as vice president of the west coast division. Prior to joining CNL, Cho held previous positions at insurance and investment companies, Symetra Financial and Wells Fargo Advisors. Cho earned his bachelor’s degree from the University of Washington.
Through previous RIA management experience from working at Schwab Institutional and Schwab Financial Services, Gatti will be joining the CNL team as vice president of the western channel. Gatti holds a master’s degree from the University of Florida and a bachelor’s degree from Stetson University.
Onachilla with over 15 years of RIA and broker-dealer experience will be serving as vice president and regional business consultant in the Northeast channel. She worked at Aria Retirement Solutions and Teachers Insurance and Annuity Association – College Retirement Fund (TIAA-CREF) before joining CNL. Onachilla earned her bachelor’s degree from Ohio State University.
“Brandon, William, Michael and Holly all have deep experience working in RIA channels,” said Jeffrey R. Shafer, president of CNL Securities Corp. “We are confident they will strengthen CNL’s visibility in the RIA channel as we continue to increase our footprint in this expanding market.”