FDX ADVISORS, INC. of BERWYN, PA is an SEC-registered investment adviser (CRD 104601). Regulatory assets under management: $832.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Charities, Other.
Showing 25 of 50 people.
| Name | Role | Location |
|---|---|---|
| John Hofmann | CHIEF FINANCIAL OFFICER | Watertown, MA |
| Brandon Rockwell Thomas | CO-CHIEF INVESTMENT OFFICER/MANAGING DIR | — |
| Shelly S O'Brien | CHIEF LEGAL OFFICER, GENERAL COUNSEL, SECRETARY; CORPORATE SECRETARY | — |
| Dana Marie D'Auria | CO-CHIEF INVESTMENT OFFICER | — |
| Christopher Russell Todd | CHIEF EXECUTIVE OFFICER | — |
| Kathryn Michele Evans | CHIEF OPERATIONS OFFICER | — |
| Bradley Thomas Larson | CHIEF COMPLIANCE OFFICER | — |
| Joshua B Warren | CHIEF FINANCIAL OFFICER | — |
| Thomas Michael Sipp | EVP, ENVESTNET BUSINESS LINES | — |
| STENSON JONELLE MARIE | CFO | — |
| WINKEL MICHAEL WILLIAM | COO; MANAGING DIRECTOR; PRESIDENT (+1 more) | — |
| EVANS JILL KATHLEEN | CHIEF COMPLIANCE OFFICER | — |
| SIPP THOMAS MICHAEL | EVP, ENVESTNET BUSINESS LINES | — |
| FOX JAMES LAWRENCE | INTERIM CHIEF EXECUTIVE OFFICER | — |
| DARRIGO PETER H | CHIEF FINANCIAL OFFICER | — |
| BROWN TIMOTHY LEE | CFO,SECTY, TREAS; COO | — |
| WAYMIRE JOHN BRUCE | DIRECTOR; PRESIDENT,DIRECTOR | — |
| DONOHUE TIMOTHY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| MEHRINGER ROBERT FRANCIS | EXECUTIVE VICE PRESIDENT, ADVISORY SERVICES | — |
| CAREY JOHN FRANCIS | CHIEF OPERATING OFFICER | — |
| ZENTNER DIANNA LYN | CHIEF INVESTMENT OFFICER; EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT | — |
| RANKIN SCOTT WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| THOMAS BRANDON ROCKWELL | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER/MANAGING DIR | — |
| CRAGER WILLIAM C | CEO; INTERIM CEO; PRESIDENT | — |
| GRINIS SCOTT DAVID | CHIEF TECHNOLOGY OFFICER | — |