Neil Gilfedder
Chief Investment Officer at Financial Engines Advisors LLC
Profile
Mr. Neil J.
Gilfedder, CFA, is an Executive Vice President of Investment Management & Chief Investment Officer at Financial Engines Advisors LLC.
He oversees the team that manages investments for all Edelman Financial Engines clients while helping them navigate the financial market cycles.
He directs the investment management operations and evolution of our proprietary investment methodology.
He is responsible for critical functions that deliver portfolio construction and management, research and development, investment analysis and innovation, market commentary, financial technology and fiduciary quality assurance capabilities for clients, ensuring consistent delivery to the millions of people who use our services.
He joined Edelman Financial Engines in 2014 as the senior vice president of Portfolio Management and was promoted to chief investment officer in 2023.
With more than 20 years of experience in portfolio management and research, he has unique experience applied to serving our wealth planning clients, employee planning clients and our plan sponsor institutional partners.
Prior to joining Edelman Financial Engines in 2014, he was managing director at MSCI, where he was head of Applied Research and business manager of Research.
He received a Bachelor of Arts degree in philosophy and economics from the University of York and a Master of Arts degree in economics from Stanford University.
He is a CFA charter holder.
Neil Gilfedder active positions
Companies | Position | Start |
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Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Chief Investment Officer | 28/02/2023 |
Training of Neil Gilfedder
University of York | Undergraduate Degree |
Stanford University | Graduate Degree |
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Private companies | 1 |
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Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finance |
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