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FolioDynamix appoints chief operating officer

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FolioDynamix, a provider of web-based technology, content and services for managing the investment and wealth advisory lifecycle, has appointed John Carey as chief operating officer.



With significant tenure in the wealth management and brokerage space and 20+ years of strategy and operations experience across information services, technology outsourcing, managed services and SaaS, Carey will help FolioDynamix manage its growth and support the large-scale operational needs of its enterprise wealth management clients.

Carey’s past positions include serving as the chief financial officer and head of corporate development for American stock transfer, chief administrative officer at Fidelity Investments’ National Financial Services and CFO and head of segment operations for Thomson Reuters Wealth Management. In several of these positions, he was instrumental in spinning off start-up business units and growing them into USD150m to USD400m businesses.

As COO of FolioDynamix, Carey will oversee product development, client services and operations, client relationship management and the programme management office.

“John possesses the wealth management and brokerage industry knowledge necessary to help FolioDynamix accelerate its goals related to company growth, increased market share and establishing a solid leadership position as the go-to platform for wealth management technology, programmes and services,” says Joseph Mrak, president and chief executive of FolioDynamix. “His operational expertise will ensure we can successfully support the large-scale needs of our enterprise wealth management clients whose deployments are critical to our growth and market leadership strategy, and we are extremely pleased to have him on board.”

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