FolioDynamix, a Secaucus, NJ-based provider of wealth management technology and advisory services, appointed industry veteran Steve Dunlap as president and chief operating officer.
Dunlap brings to the company more than 25 years of strategy, leadership and operations experience, with tenure in the wealth management and financial technology space.
Prior to joining FolioDynamix, he ran the wealth management business at Cetera Financial Group, the second largest independent brokerage firm in the country, which was acquired by RCS Capital in 2014 in a $1.15 billion cash transaction. There, he also served as CEO of the asset management arm, known as Tower Square Investment Management.
Prior to Cetera, Dunlap was the CEO of Lockwood Advisors and president of Pershing Managed Investments, the managed investments businesses of BNY Mellon.
As president and COO of FolioDynamix, he will oversee product strategy and development, client services, operations, marketing, and public relations.
In addition, Dunlap will join the company’s board of directors.
Led by Joseph Mrak, chairman and CEO, FolioDynamix provides broker dealers, bank trusts, RIAs, custodians and wealth management service providers with a web-based wealth management technology platform for managing the full advisory lifecycle – proposal generation, research, model management, portfolio accounting, trade order management, reporting, and performance analytics.
FolioDynamix is an Actua company (Nasdaq:ACTA).
FinSMEs
23/01/2016