Mr. Cook is focused on the development and implementation of strategic initiatives designed to assist advisors in simplifying their business through service, technology, and product offering. Before becoming President in 2012, Dean directed the firm's national marketing and sales operations since 2005. Through his experience as a Registered Representative, Investment Advisor Representative and External Wholesaler, Dean has taken pride in adding unique insights to advisors as they build profitable advisory firm
Mr. Markgraf is responsible for providing leadership to FTJ FundChoice’s Operations and Information Technology Divisions. His role creates synergy between business delivery and technology automation to deliver world-class solutions to our clients. Phil joined FTJ FundChoice in 2007, bringing over 25 years of management experience using multiple technologies in the commercial insurance, health care, retail, and automotive industries. Phil has enjoyed numerous achievements improving business profitability through efficient use of technology combined with business process improvements. Phil earned his Bachelor of Science degree from the University of Cincinnati and a Master of Science degree from Texas Tech University.
Mr. Billups is the Chief Financial Officer at FTJ FundChoice and is responsible for leading and managing its financial activities. He has over 20 years of financial and management experience in a wide variety of industries including media, consumer products, and aviation. Before joining FTJ FundChoice, Scott spent nine years at NBC Universal and GE Aviation, both subsidiaries of General Electric, where he served in numerous financial leadership roles. Scott earned his Bachelor of Science in Business Administration, Accounting from Miami University and his M.B.A. from California State University, Los Angeles.
Mr. Manguso is the Vice President - Product Strategy at FTJ FundChoice and focuses on investment strategy development through increased advisor capabilities and consistency throughout their practices. Before becoming VP - Product Strategy in 2014, Gary led the sales and thought leadership efforts for a number of TAMPS. Since 1990, Gary has been an industry innovator, working with advisors to grow their businesses. Gary enjoys helping advisors provide their clients with an innovative and retention-based client experience.
Mr. Kendall is responsible for FTJ FundChoice’s Sales team of more than 20 professionals. In addition to helping drive sales strategy for the firm, he is the Regional Vice President for the Southwest Territory where he helps advisors in Southern California and Arizona build efficient and profitable advisory businesses. Cory has more than 15 years of experience in the investment management industry. Prior to joining FTJ FundChoice in 2008, he held various management and sales positions at Pacific Life, Allstate Financial and TD Ameritrade. Cory earned a B.S. in Business Administration from the University of Nebraska. He has also attained the FINRA series 7, 24, 63 and 65 licenses. He enjoys golfing, spending time with his family and coaching his son’s sports teams in his spare time
Ms. Rogers is the Director of Internal Sales at FTJ FundChoice. She is responsible for providing leadership and oversight for FTJ FundChoice’s internal Sales Department. Michelle and her team strive to help advisors accomplish their strategic goals by offering unparalleled service and simplifying their business. Michelle oversees the onboarding of new Registered Investment Advisors and their Investment Advisor Representatives, and her team works to build and maintain relationships with current business partners. Michelle has over 10 years of experience in the financial services industry, including the last six with FTJ FundChoice, and has attained her series 6, 7, and 63 securities licenses with FINRA.
As the Director of Operations, Mr. Rawlins is responsible for leading the coordination of internal and external resources. For FTJ FundChoice, Gregory ensures operational areas consistently deliver unparalleled service. He oversees many facets of the company, including advisor service delivery, transaction execution and process management. Before joining FTJ FundChoice in 2012, Gregory spent 13 years leading teams in the financial services industry across diverse organizations, from proprietary fund companies to large global banks.
Mr. Frommeyer is the Director of Information Technology at FTJ FundChoice. He maintains responsibilities over the software development team and infrastructure. Chad has over 20 years of experience in software development across various industries, including finance. The past 7 years have been spent with FTJ FundChoice growing the technology to provide world-class applications and systems. Chad graduated from Northern Kentucky University with a Bachelor of Science and a Master of Science in Computer Science.
With over 17 years of experience, Mrs. Koop brings expertise to every aspect of the company’s employment experience – from recruiting and onboarding to benefits, employee development and employee engagement. She works closely with leadership to ensure talent development aligns with the company’s strategic goals. Catherine is a graduate of Northern Kentucky University where she studied Business Management with a focus on Organizational Behavior. She is currently a member of SHRM (Society of Human Resources Management) and a member of the SHRM local chapter Greater Cincinnati Human Resources Association.
As Director of Trading and Business Development of FTJ FundChoice, Joe oversees all aspects of the trade generation and execution processes. Joe is focused on helping provide advisors an efficient and scalable means of executing their investment strategy whether that strategy is focused on a single client, or across their client base through our model management capabilities. Joe has over 15 years of experience in the Financial Services industry including the last 8 with FTJ FundChoice.
Since our founding in 2001, FTJ FundChoice has strived to provide advisors with sophisticated investment solutions. At the time of establishment our client base included 10,000 accounts with a total of $100 million in assets under administration.
FTJ FundChoice launched an ETF Strategist Program, which is now included in the Market Movement Strategies program.
FTJ FundChoice launched the Market Movement Strategies program, which allows advisors the ability to leverage multiple investment strategies in a single account.
FTJ FundChoice launched a Separately Managed Accounts Strategist Program and a digital advice solution, Portfolio Target. Portfolio Target helps advisor compete with direct-to-consumer robo-advisors.