Alternative Investments Firm Blasts Off Launchpad

Editorial Staff

11 October 2019

Timbrel Capital, part of US-based SFA Holdings, has been launched. It aims to bring alternative investment solutions to the market through broker-dealers, RIAs and their financial advisors.

The firm has put together a team of financial sector professionals with a background in assembling and vetting alternative retail products. Timbrel’s service range will include fund design/development consulting; national accounts; wholesaling; managing broker-dealer services; operations; compliance support and due diligence.

Jean Merriman will serve as Timbrel Capital's president and provide due diligence oversight and strategic direction for the firm. The other members of the team are:

-- Brannon McPherson, MD. McPherson has been raising capital in the financial sector for more than 20 years in both the institutional and retail space and will be responsible for sponsor onboarding and sales;
-- Amanda Teeple, MD. Teeple has spent more than 15 years in the alternative investment industry with experience in due diligence, sales, national accounts and product development. Her roles will include product consulting, due diligence and national accounts;
-- Zach Adams, MD. Adams has spent more than nine years gaining approval for clearing, custodial and operational arrangements for alternative investments. He will be charged with the oversight and handling of operations and technology.

SFA Holdings is an umbrella of companies focused on supporting independent financial advisors. They include The Strategic Financial Alliance, an independent broker-dealer and corporate RIA, and Strategic Blueprint, a corporate RIA geared for fee-only advisors.