Meet your chief investment officer
A Q&A with Neil Gilfedder.
In your new role, you succeed Christopher Jones, the founding chief investment officer of Edelman Financial Engines. Is there anything you will do differently?
I joined the company nine years ago, and I joined because of three things.
First, I passionately believe in the mission of the company: offering the best advice and investment management available to people regardless of how wealthy they are. Second, I believe in the way we invest in markets – cost-efficient, diversified and tailored to an individual’s goals. And third, and the factor that really swung the decision for me to join, was the people I’d work with – in particular, Chris Jones. He built an amazing department, created an innovative investment methodology, and has been a big part of building this successful company. So, I come into this role knowing that I am building on Chris’ legacy. It’s important to note that this is part of a thoughtful succession plan that builds upon his accomplishments, and Chris is now transitioning into a new role as a special advisor to the firm.
And what is exciting is, there’s still lots to do – new ways we can help clients achieve their goals.
I am also excited to develop how we communicate with clients. That is really important to me and something I have a particular interest in. The world has been an unsettling place for investors over the last year, and one thing I have focused on is making sure that we provide information about what is happening and why it’s happening, and most importantly, putting it in a context for how clients should be thinking about their investment plans. Things can be less scary when you understand why they are happening.