HEBRON, Ky., July 05, 2018 – ftj | FundChoice today announced the retirement of Chief Operating Officer (COO) Phil Markgraf after 11 years with the company. Greg Rawlins, Director of Operations, will succeed Markgraf as COO of the company.
Markgraf began his career with ftj | FundChoice in 2007 as the Vice President of Information Systems where he led technology and development enhancements for ftj | FundChoice’s back office platform. He was named COO in 2012 and quickly stepped in to redesign the service offering to support all 50 states while also driving enhancements and process improvements. Phil played a key role in the technology implementation of ftj | FundChoice’s new account automation and unified managed account offering, Market Movement Strategies.
“Phil has shown tremendous leadership over the past 11 years, leading information technology and most currently all of operations. This company would not be where it is today without his ingenuity and leadership,” said CEO, Dean Cook. “I wish him well in his retirement.”
“I would also like to congratulate Greg on his new role. For the last 6 years, he has managed the day-to-day operations including transaction processing, new accounts, account maintenance, trading and fulfillment processing,” said Cook. “I have full confidence that he is the right person for the job and congratulate him on this well-deserved promotion.”
About ftj | FundChoice
Founded in 2001, ftj | FundChoice, LLC, an SEC Registered Investment Advisor, provides advisors access to independent asset allocation strategies and model trading functionality. ftj | FundChoice assists advisors in simplifying their business by absorbing back office tasks, such as trade reconciliation, account administration, fee billing, and performance reporting, allowing the advisor to spend more time on client relationship-building activities. Learn More