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

Finance

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VettaFi

VettaFi's headquarters in Irvine, CA, United States

Brad Baker, CFA

Ryan Mosel

Josh Wymard

Edward Marecki

Dalton Easterwood, CFA

Laure Richmond

Sarah Alexander

Clay S.

Moshe Greenberg, CFA

Dawn Zarcaro

Orla O'Dwyer

Valerie Caro

Tom Hendrickson (I'm Hiring)

Doug Short

Xingyu Yao

Jack Eisenreich

Eric Gardner

Ashley Melanson

Diane Rogala

Sebastian Jakob

Vincent Merta

Smita Chirputkar-Mehta

Richard Lovejoy

Kelsie Alyssa Thurman

Todd Rosenbluth

Roxanna I.

Stacey Morris

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 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 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 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

The Finance and Operations Team at VettaFi is responsible for managing the company's financial health and operational efficiency. This team oversees budgeting, financial reporting, and strategic planning, while also ensuring compliance with regulations. By collaborating across departments, they optimize internal processes and support the company's mission to provide tailored investment solutions for veterans and entrepreneurs.

Finance and Operations Team

VettaFi

Org chart

Teams

Research and Analysis Team

Client Success and Sales Team

Marketing and Communications Team

Leadership Team

Product Development Team

Finance and Operations Team

Offices

VettaFi

Org chart

Teams

Research and Analysis Team

Client Success and Sales Team

Marketing and Communications Team

Leadership Team

Product Development Team

Finance and Operations Team

Offices

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