Callodine Group Announces Rebrand and Expansion of Wealth Solutions Platform in Support of Financial Intermediaries

Callodine Wealth Solutions announces four strategic hires to help deliver income-oriented investment solutions to advisors and their clients

BOSTON--(BUSINESS WIRE)--Callodine Group (“Callodine”) today announced the launch of Callodine Wealth Solutions, the intermediary distribution business dedicated to supporting advisors through differentiated investment solutions and strategic partnerships. This represents a rebranding and expansion of Manning & Napier’s intermediary sales team, which has been serving third-party financial advisors for decades. Callodine Wealth Solutions will give advisors access to a broad range of public and private market capabilities across the entire Callodine platform.

“The growth and repositioning of Manning & Napier’s intermediary distribution business is an important next step in the evolution of our platform,” said Tyler Bak, Partner at Callodine. “Callodine Wealth Solutions will enable us to bring the breadth of investment strategies and capabilities across Callodine to the financial advisor community, under the leadership of Aaron McGreevy and Hunter Allen.”

The launch is accompanied by the addition of four experienced professionals across the distribution and national accounts teams, further strengthening the firm's ability to support advisors nationwide:

Kimberly Anderson
Vice President, National Accounts

• Anderson joins Callodine Wealth Solutions from Stockbridge Capital Group, where she served as Vice President and National Accounts Manager for Private Wealth, responsible for business development and strategic relationship management. She has held similar positions at Apollo Global Management, Griffin Capital Securities, and Realty Capital Securities. In her new role, she will focus on expanding and strengthening relationships with key wealth management platforms and home offices.

Carey Robinson
Vice President, Advisor Consultant, West Coast Region

• Robinson brings more than 25 years of experience in investment distribution and working with financial advisors, including previous positions with BlackRock, Brandes Investment Partners, Ameriprise Financial, and Stadion Money Management. In his new role, he will lead advisor relationships across the West Coast region.

Todd Brewer
Vice President, Advisor Consultant, Great Lakes Region

• Brewer brings over 20 years of experience partnering with financial advisors and supporting investment distribution across the wealth management channel, most recently with Ashford Securities. He previously held similar positions at Merrill Lynch, W.P. Carey, and Steben and will lead advisor relationships across the Great Lakes region.

Darren Beurer
Vice President, Advisor Consultant, New England Region

• Beurer joins Callodine Wealth Solutions from Bluerock Capital Markets, where he served as Senior Vice President for New England, bringing experience across alternative investments and wealth management distribution. He previously held similar positions at Oppenheimer Capital and John Hancock and will lead advisor relationships across New England.

“We are thrilled to welcome Kimberly, Carey, Todd, and Darren to Callodine Wealth Solutions,” said Hunter Allen, Head of Callodine Wealth Solutions. “Each brings deep industry experience and a strong commitment to serving financial advisors. As we continue to grow the business, their addition significantly expands our ability to build meaningful advisor relationships and deliver differentiated, income-oriented investment solutions across the country.”

Financial advisors working with Callodine Wealth Solutions have access to a comprehensive suite of investment capabilities spanning traditional and alternative asset classes, including public equities, fixed income, private credit, real estate credit, and other specialized investment strategies. The new brand reflects the firm's continued focus on helping advisors build resilient portfolios, navigate increasingly complex markets, and deliver positive outcomes for their clients.

Callodine Wealth Solutions is a brand of Manning & Napier Advisors, LLC (“MNA”), a subsidiary of Callodine Group, LLC. Advisory services offered through MNA. Securities offered through affiliate, Manning & Napier Investor Services, Inc., member FINRA. Individuals associated with Callodine Wealth Solutions are employees of MNA.

About Callodine Group

Callodine Group is an asset management platform with over $20 billion in assets under management across affiliated advisers. The firm seeks to pursue predominantly income-oriented investment strategies with high cash yields that offer the potential for equity-like returns. Callodine’s specialized and dedicated investment teams target strategies across private credit, real estate credit, public equities, and fixed income on behalf of institutional and individual investors. To learn more about Callodine Group, visit: www.callodine.com.

About Manning & Napier

Acquired by Callodine Group in 2022, Manning & Napier is an investment management firm offering a broad range of strategies through separately managed accounts, registered funds, private funds, and collective investment trusts. Founded in 1970 and headquartered in Fairport, NY, the firm provides equity, fixed income, alternative strategies, and blended portfolios. To learn more about Manning & Napier, visit: am.manning-napier.com.