— Experienced industry veteran will oversee capital raise for CNL’s diverse platform —
(ORLANDO, Fla.) April 9, 2014 —CNL Securities Corp. has hired Brian Lee as its national sales manager. Lee will oversee the company’s efforts to promote the wholesale distribution of, and raise capital for, the non-traded investment products distributed through CNL’s growing multi-product platform.
“CNL Securities is excited to welcome Brian Lee as its national sales manager,” said Jeffrey R. Shafer, president of CNL Securities. “He is an experienced and valuable addition to our team, and we look forward to working with him to increase awareness of our diversified platform of investment options.”
Lee has more than 25 years of experience in the asset management and broker-dealer space, joining CNL Securities from Invesco, where he served as the national sales director for the independent advisor division. He has also worked for firms such as Shearson, Raymond James Financial, Inc., and Harris Investment Management. He has experience in all major distribution channels, both retail and institutional, and holds his FINRA Series 7, 24, 51, 63 and 65 licenses.
Lee received his bachelor’s degree in finance and marketing from the University of South Florida, and his MBA, with a concentration in finance and management, from the Wharton School of the University of Pennsylvania.
About CNL Securities
CNL Securities is an alternative investment solutions provider that has served the broker/dealer community for more than 25 years. By engaging world-renowned investment partners, the company has created a distinctive product platform to help financial advisors pursue their clients’ financial goals. Offerings span a wide spectrum of return strategies, from income to growth to a blend of the two, and focus on investments in the United States or around the globe. For more information, visit www.CNLSecurities.com. CNL Securities Corp. is a member of FINRA and SIPC.
About CNL Financial Group
CNL Financial Group (CNL) is a leading private investment management firm providing global real estate and alternative investments. Since inception in 1973, CNL and/or its affiliates have formed or acquired companies with more than $28 billion in assets. CNL is headquartered in Orlando, Florida. For more information, visit www.cnl.com.
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