FolioDynamix appoints new president and COO

FolioDynamix, a US-based provider of wealth management technology and advisory services, has hired Steve Dunlap as its new president

FolioDynamix, a US-based provider of wealth management technology and advisory services, has hired Steve Dunlap as its new president and chief operating officer (COO).

In his new role, Dunlap will manage product strategy and development, client services, operations, marketing, and public relations.

Dunlap, who will sit on the company’s board of directors, will assist the firm in continuing its growth trajectory, deliver ongoing product innovation and support the large-scale operational needs of its enterprise wealth management clients.

Dunlap, who has over 25 years of strategy, leadership and operations experience, joined FolioDynamix from Cetera Financial, where he managed the wealth management business.

Prior to that, he also worked as CEO of the asset management arm, known as Tower Square Investment Management and also as CEO of Lockwood Advisors and president of Pershing Managed Investments, the managed investments businesses of BNY Mellon.

He also helped create and build the venture-funded startup AnnuityNet, which later became Finetre Corporation and was acquired by Ebix.

Dunlap said: “I look forward to driving continued product innovation, implementing programs to drive client success and transforming how wealth management firms do business.”

FolioDynamix chairman and CEO Joseph Mrak said: “Steve possesses the wealth management and brokerage industry knowledge necessary to help FolioDynamix accelerate its goals related to company growth, increased market share and growing our leadership position as the go-to platform for wealth management technology and advisory programs.”