Our People, Our Advantage
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QUALITY, INTEGRITY, EXCELLENCE
With an average of two decades of industry experience and a passion for helping our clients grow, our tenured professionals provide an unparalleled environment to accelerate our clients business.
A TRACK RECORD OF SUCCESS
The clients of Streamline Partners know that excellence is in the very foundation of our business. If you aren’t getting the highest level of service from your current provider, contact us using the form on the Contact page.
To request additional information please email one of our Partners
Mr. Macomber is a former Executive Director with USAA Financial Services' Wealth and Discretionary Asset Management Division. where he developed highly successful managed money and segmentation programs.
He served as a Vice President, within Fidelity Investments Broker/ Dealer and RIA division, developing Retirement and Managed Programs, and additionally managed a team within the firms Private Client division. cultivating a $950M Wealth Management client base
In the latter part of the 90's, at SunTrust Investment Services, he helped develop the firms Retirement Consulting Program, and spent the beginning of the decade with Merrill Lynch, Wealth Management and Retirement.
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Mark A. Macomber
Mr. Hazo has nearly two decades of sales and distribution experience with some of the largest asset managers in the industry. He has broad product knowledge and an in-depth understanding of distribution channels.
Mr. Hazo was formerly a Senior Vice President with Neuberger Berman. He acted as the firms Co-head of Retirement Platform National Accounts with an additional decade covering major accounts in the RIA custody, discretionary asset management and independent broker dealers channels.
Prior to Neuberger Berman he worked with Jackson National Life covering banks and credit unions and spent time with PIMCO as a wholesaler covering RIAs, independent broker dealers and wirehouses.
PARTNER - HEAD OF DISTRIBUTION SERVICES
We have specialists with decades of experience covering retirement platforms
We have custom research capabilities and perform market sizing exercises with all of our clients
We review and update (as needed) marketing and collateral materials prior to launching our distribution services
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