BNET Industries

Fundquest Inc.

is in the Financial Services Industry

Last Fiscal Year Sales:$37.5M
  • Private
  • US
Dow Jones Description

FundQuest is the best partner to help financial advisory firms to grow their business. FundQuest provides the most innovative open architecture investment services, the most flexible technology platform, and the best overall support to both management and advisors. Founded in 1993, FundQuest is a global provider of web delivered wealth management solutions for premier financial institutions including: - Banks - Broker-dealers - Insurance companies - Pension providers - 401(k) providers - Registered Investment Advisers - Wealth Management/Trust companies FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations.

President
James L. Fox
Number of Employees 174
Contact Information

1 Winthrop Sq Fl 5

Boston, Massachusetts 02110

www.fundquest.c...

1 617 526 7300

NAICS Code Investment Advice: 523930

Recent Events

  • FundQuest Releases "ETFs Not All Created Alike" White Paper to Help Advisors Navigate the...

    12/02/09 - Product Announcement - View Story

  • Delta Global Asset Management Offers FundQuest's Services

    11/20/09 - Licensing / Contract - View Story

  • American Reliance Group Selects FundQuest for Technology, Back-Office, and Investment Research Support

    8/12/09 - Licensing / Contract - View Story

News & Analysis

fundquest inc. - All News and Analysis

Decision Makers

Name (plus bio) Position
James L. Fox President
Timothy J. Clift Chief Investment Officer
Ron Mastrogiovanni Co-Founder
Andrew Tong Portfolio Manager
Eileen Boyle Manager, Advisory Products
James A Wiegel Senior Manager, Investment Consulting Services
Jane Li Manager, Investment Management & Research
Rick Baker Product Manager
Adam St Germain Analyst
Daphne Gu Analyst
Frank Wei Senior Analyst
Gregory Classen Senior Analyst
Ruhan Inanoglu Analyst

Organization Position Status
Fundquest Incorporated President Current
Fundquest Incorporated Chief Operating Officer Current
Rock of Ages Corporation Director Current
Pegasus Solutions, Inc. Director Current
First Data Corporation President Former
The BISYS Group, Inc. President Former
Gomez, Inc. Chief Financial Officer Former
The BISYS Group, Inc. Chief Financial Officer Former
The BISYS Group, Inc. Executive Vice President Former
Pfpc, Inc. Vice Chairman Former

Organization Position Status
Fundquest Incorporated Chief Investment Officer Current
Fundquest Incorporated Chairman Current
Boston University MBA Former
Allegheny College BA In Economics Former

Organization Position Status
Worldcare North America President and Chief Executive Officer Current
Fundquest Incorporated Co-Founder Current
Parkerco Inc. President Former
Worldcare North America President and Chief Operating Officer Former
Babson College Master of Business Administration Degree Former
Boston State College Former

Organization Position Status
Fundquest Incorporated Portfolio Manager Current
New England Financial Investment Information Analyst Former
Fundquest Incorporated Analyst Former
Northeastern University BS In Economics Former

Organization Position Status
Fundquest Incorporated Manager, Advisory Products Current
Mellon Financial Corporation Former
Boston University BS in Management Former

Organization Position Status
Fundquest Incorporated Senior Manager, Investment Consulting Services Current
U.S. Army Comptroller Current
Boston 128 Companies Incorporated Investment Specialist Former
Companies, Limited Investment Specialist Former
The George Washington University MS In Telecommunications Former
Babson College MBA Former
United States Military Academy BS In General Engineering Former

Organization Position Status
Fundquest Incorporated Manager, Investment Management & Research Current
Agricultural Bank of China Credit Analyst and Portfolio Manager Former
Fundquest Incorporated Senior Analyst Former
Boston College Carroll School of Management MS In Finance Former
University of New Hampshire MA In Economics Former
Fudan University BA In Economics Former

Organization Position Status
Fundquest Incorporated Product Manager Current
Development Group Product Manager Former
Bentley College BS In Finance Former

Organization Position Status
Fundquest Incorporated Analyst Current
Bentley College BS In Finance Former

Organization Position Status
Fundquest Incorporated Analyst Current
Boston College MS In Finance Former
Nanyang Technological University MBA Former
Shanghai Jiao Tong University BS In English Former

Organization Position Status
Fundquest Incorporated Senior Analyst Current
ABN AMRO Securities Equities Analyst Former
Cfa Chartered Financial Analyst Former
Salomon Smith Barney, Inc. Research Analyst Former
Salomon Smith Barney Research Analyst Former
NYU Stern School of Business MBA Former

Organization Position Status
Fundquest Incorporated Senior Analyst Current
Cfa Chartered Financial Analyst Former
Williams College Ba In Economics Former

Ruhan is an Analyst and a member of the Investment Committee. She joined the firm in 2004 and is a key investment research resource, supporting all managed advisory products including separate accounts, mutual funds and other securities. Previously, Ruhan was a trader on FundQuest's trading desk. Prior to joining FundQuest, she worked for Takasbank Settlement and Custody Bank Inc. in Turkey as an Assistant Manager, overseeing daily settlement activities and leading special projects for the Bank (1995-1996). She also worked for the Istanbul Stock Exchange in Turkey as a floor specialist for 5 years (1990-1995). She received her BA in Finance from Middle East Technical University in Ankara, Turkey and her MBA in Finance from University of Colorado at Colorado Springs. Ruhan has passed the Level II Chartered Financial Analyst (CFA) exam.

Organization Position Status
Fundquest Incorporated Analyst Current
Istanbul Stock Exchange Specialist Former
University of Colorado at Colorado Springs MBA In Finance Former

Executive News

  • Active vs. Passive: The Debate Heats Up

    The Wall Street Journal Interactive Edition - 8/24/09 - View Story

  • 122 Advisory Firms Offer FundQuest's Unified Account for Single-Account Coordination of Mutual...

    Forbes.com - 8/19/09 - View Story

  • 122 Advisory Firms Offer FundQuests Unified Account for Single-Account Coordination of Mutual Funds, Separate Accounts, and ETFs

    Business Wire - 8/19/09 - View Story

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