Pacific Oak Capital Markets LLC, an alternative investment distributor, has hired financial industry executive Bill Talbott to the company as senior regional vice president, where he is responsible for building and maintaining relationships with financial intermediaries throughout five states in the Ohio Valley.
“Financial intermediaries continue to seek options that lessen the impacts market turbulence has on clients’ portfolios,” said Mick Manning, chief executive officer of Pacific Oak Capital Markets. “Bill has developed a reputation as a trusted resource for independent, wirehouse and fee-based advisors that will position him well to educate and inform on the benefits that real estate-based alternatives can provide in successful portfolio outcomes.”
During the past 30 years, Talbott has gained industry experience through a variety of senior roles with BNY Mellon Wealth Management, Russell Investments, Nuveen and JP Morgan Asset Management. Most recently he was a productivity consultant with Wells Fargo Advisors collaborating with leadership and practitioners on investment management, practice management and comprehensive financial planning.