Bob Mehringer
Corporate Officer/Principal at Folio Dynamics, Inc.
Bob Mehringer active positions
| Companies | Position | Start | End |
|---|---|---|---|
Folio Dynamics, Inc.
 Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Corporate Officer/Principal | - | - |
Career history of Bob Mehringer
Former positions of Bob Mehringer
| Companies | Position | Start | End |
|---|---|---|---|
Access Partners LLC (Indiana)
 Access Partners LLC (Indiana) Investment ManagersFinance Part of Envestnet, Inc., Access Partners LLC (Indiana) provides investment advisory services for trusts. The company is based in Evansville, IN. The company was founded by Bob Mehringer. Access Partners LLC (Indiana was acquired by Folio Dynamics, Inc., part of Envestnet, Inc. from January 02, 2018 on February 05, 2013. | Founder | - | - |
Training of Bob Mehringer
| University of Evansville | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 1 |
| Founder | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Technology Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Folio Dynamics, Inc.
Folio Dynamics, Inc. Packaged SoftwareTechnology Services Folio Dynamics, Inc. provides end-to-end technology solution paired with a suite of advisory tools including model portfolios and research as well as overlay account options. The firm's solutions include seamless technology, advisory solutions, DOL fiduciary rule solutions, leveraging expertise, and FDx complete. The company was founded by Joseph Mrak III in 2007 and is headquartered in Secaucus, NJ. | Technology Services |
Access Partners LLC (Indiana)
Access Partners LLC (Indiana) Investment ManagersFinance Part of Envestnet, Inc., Access Partners LLC (Indiana) provides investment advisory services for trusts. The company is based in Evansville, IN. The company was founded by Bob Mehringer. Access Partners LLC (Indiana was acquired by Folio Dynamics, Inc., part of Envestnet, Inc. from January 02, 2018 on February 05, 2013. | Finance |
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