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Appoints Steve Dunlap as president and COO


FolioDynamix, a provider of wealth management technology and advisory services, has appointed industry veteran Steve Dunlap (pictured) as president and chief operating officer.

With significant tenure in the wealth management and financial technology space and more than 25 years of strategy, leadership and operations experience, Steve will be a valuable asset to help FolioDynamix continue its current growth trajectory, deliver ongoing product innovation and support the large-scale operational needs of its enterprise wealth management clients. In addition to serving as president and COO, Steve will also join the company’s board of directors.
Prior to joining FolioDynamix, Steve 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, Steve was the CEO of Lockwood Advisors and president of Pershing Managed Investments, the managed investments businesses of BNY Mellon. In the dot-com era, he helped create and build the venture-funded startup AnnuityNet, which later became Finetre Corporation and was acquired by Ebix, Inc. He is very active in the financial services industry and serves on several boards. He has also served on various industry committees with the Financial Services Institute and the Money Management Institute. As president and COO of FolioDynamix, Steve will oversee product strategy and development, client services, operations, marketing, and public relations.
“FolioDynamix disrupted the wealth management industry with its introduction of a truly unified wealth management technology platform that enables the entire wealth management lifecycle,” said Dunlap. “That innovation has propelled the company into the number two position in the wealth management technology market, and I am excited to help the firm take it to the next level. As a past client of FolioDynamix at Cetera and Pershing, I understand the true power the platform has to enable wealth management firms to become more efficient, empower advisors and compete more effectively. I look forward to driving continued product innovation, implementing programs to drive client success and transforming how wealth management firms do business.”
“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,” said Joseph Mrak, chairman and CEO of FolioDynamix. “Steve’s experience and background are a perfect fit for our fast-growing firm. He is a highly visible and well-known thought leader in the financial technology space with experience growing both startup and large-scale wealth management firms. His experience at Lockwood, Pershing, and Cetera will bring valuable domain knowledge and insight to our product vision, strategic roadmap, and ability to provide the innovative solutions that financial institutions need to compete in today’s digital world. We are extremely pleased to have him on board.”

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