Gerrit Andrew Fedele

Chief Operating Officer at Efficient Advisors LLC

Finance

Consumer Services

Profile

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.

Gerrit Andrew Fedele active positions

Companies	Position	Start
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.	Chief Operating Officer	2010-04-30

All active positions of Gerrit Andrew Fedele

Former positions of Gerrit Andrew Fedele

Companies	Position	End
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	2009-02-27
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	1996-08-30

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Training of Gerrit Andrew Fedele

Bucknell University	Undergraduate Degree
Kennesaw State University	Graduate Degree

Experiences
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Linked companies

Private companies	3
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
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

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