VettaFi is a finance company that specializes in offering investment advice, indexing, and distribution for veterans and entrepreneurs.

Finance

Trading & Exchanges

VettaFi

VettaFi's headquarters in Irvine, CA, United States

Brad Baker, CFA

Ryan Mosel

Dalton Easterwood, CFA

Edward Marecki

Josh Wymard

Clay S.

Moshe Greenberg, CFA

Dawn Zarcaro

Orla O'Dwyer

Valerie Caro

Sarah Alexander

Doug Short

Tom Hendrickson (I'm Hiring)

Jack Eisenreich

Jane Edmondson

Peter Diel

Xingyu Yao

Crystal Lee

Ashley Melanson

Diane Rogala

Allison Kurlak

Marianne Busch

Mitchell Home

Vincent Merta

Sebastian Jakob

Smita Chirputkar-Mehta

Richard Lovejoy

Kelsie Alyssa Thurman

Roxanna I.

Todd Rosenbluth

Stacey Morris

Lindsay Wang

Damon Wirth

The Research and Analysis Team at VettaFi is dedicated to providing in-depth market insights and data-driven investment strategies tailored for veterans and entrepreneurs. This team conducts rigorous analysis across various sectors, including energy, and develops innovative indexing solutions while ensuring compliance with governance standards. Their collaborative efforts aim to inform and enhance the firm's investment advice and distribution strategies.

Research and Analysis Team

The Marketing and Communications Team at VettaFi is responsible for developing and executing strategies that enhance brand awareness and engagement among veterans and entrepreneurs. This diverse team manages digital and traditional marketing channels, oversees content creation, and nurtures client relationships through targeted email campaigns and dynamic social media engagement, ensuring that VettaFi’s investment advice and services effectively reach and resonate with its audience.

Marketing and Communications Team

The Client Success and Sales Team at VettaFi is dedicated to fostering strong relationships with clients, ensuring their needs are met through tailored investment advice and educational programs. They drive sales initiatives by identifying opportunities, managing accounts, and collaborating with various stakeholders to enhance client satisfaction and loyalty. Their focus on veterans and entrepreneurs allows them to provide specialized support and guidance in navigating the financial landscape.

Client Success and Sales Team

The Leadership Team at VettaFi oversees the company's strategic direction and operational execution, ensuring alignment with its mission to support veterans and entrepreneurs through tailored investment advice and innovative financial solutions. This team collaborates across departments to drive research initiatives, enhance digital products, optimize marketing strategies, and manage financial performance, fostering a culture of innovation and engagement that aims to set new industry standards.

Leadership Team

The Product Development Team at VettaFi is dedicated to creating innovative financial products and solutions tailored for veterans and entrepreneurs. This team, comprising experts in research, engineering, and index product development, collaborates to design and enhance investment strategies, ensuring effective indexing and distribution that meet the unique needs of their target audience.

Product Development Team

This department oversees content creation, editing, and publication processes to ensure high-quality editorial standards.

Editorial Services

VettaFi

Org chart

Teams

Research and Analysis Team

Marketing and Communications Team

Client Success and Sales Team

Leadership Team

Product Development Team

Editorial Services

Offices

VettaFi

Org chart

Teams

Research and Analysis Team

Marketing and Communications Team

Client Success and Sales Team

Leadership Team

Product Development Team

Editorial Services

Offices

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