Gerrit Andrew Fedele
Directeur des opérations chez Efficient Advisors LLC
Profil
Mr. Gerrit A.
Fedele is a Chief Operating Officer at Efficient Advisors LLC.
He now focuses his efforts on Operations and Compliance.
Mr. Fedele began his career in financial services as a securities trader for SEI Investments.
He then spent thirteen years with an independent RIA working in operations, information technology, relationship management and business development.
He graduated cum laude from Bucknell University in Lewisburg, Pennsylvania with a Bachelors degree in Business Administration, and received a Masters degree in Information Systems from Kennesaw State University in Kennesaw, Georgia.
He holds the Series 65 securities license.
Postes actifs de Gerrit Andrew Fedele
| Sociétés | Poste | Début |
|---|---|---|
Efficient Advisors LLC
 Efficient Advisors LLC Investment ManagersFinance Efficient Advisors LLC (Efficient) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 and is a subsidiary of Fiduciary Services Group LLC, which is owned by FSG Partners LLC. Efficient provides investment advisory services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. | Directeur des opérations | 01/05/2010 |
Anciens postes connus de Gerrit Andrew Fedele
| Sociétés | Poste | Fin |
|---|---|---|
Bell Capital Management, Inc.
 Bell Capital Management, Inc. Investment ManagersFinance Founded in 1984, Bell Capital Management, Inc. is a fee-based registered investment advisor located in Atlanta, Georgia. The firm provides investment management services for pension plans, profit sharing plans, financial institutions, foundations and individuals | Corporate Officer/Principal | 28/02/2009 |
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Corporate Officer/Principal | 31/08/1996 |
Formation de Gerrit Andrew Fedele
| Kennesaw State University | Graduate Degree |
| Bucknell University | Undergraduate Degree |
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Efficient Advisors LLC
Efficient Advisors LLC Investment ManagersFinance Efficient Advisors LLC (Efficient) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 and is a subsidiary of Fiduciary Services Group LLC, which is owned by FSG Partners LLC. Efficient provides investment advisory services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. | Finance |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
Bell Capital Management, Inc.
Bell Capital Management, Inc. Investment ManagersFinance Founded in 1984, Bell Capital Management, Inc. is a fee-based registered investment advisor located in Atlanta, Georgia. The firm provides investment management services for pension plans, profit sharing plans, financial institutions, foundations and individuals | Finance |