Age: 39
Hometown: Fort Thomas
Current residence: Lakeside Park
One word to describe Cincinnati: Eventful
Fund Evaluation Group LLC, also known as FEG Investment Advisors, is an employee-owned investment advisory firm with $71 billion in assets under management. With a strong focus on providing personalized and comprehensive financial solutions, FEG has established itself as a leader in the industry.
The deep institutional knowledge of FEG's advisory board members is a significant asset to the firm. Since its inception, the advisory board has played a crucial role in guiding the company's investment strategies and ensuring the success of its clients.
The Cincinnati Southern Railway Board recently selected the international money management firm UBS to oversee $1.6 billion from the sale of the railroad. This decision highlights the trust and confidence placed in reputable investment advisors like FEG.
In an exciting development, Alan Lenahan is set to take over as the CEO of Fund Evaluation Group next year, succeeding Becky Wood. This leadership transition reflects FEG's commitment to continuity and excellence in its management team.
Scott Harsh, the former president and chief executive of FEG Investment Advisors, has made a comeback from retirement. His return underscores the enduring appeal of FEG's innovative approach to money management services.
Becky Wood, currently serving as the president of FEG, will step into the role of president and CEO. With her wealth of experience and strategic vision, Wood is poised to lead FEG to new heights of success in the financial industry.
The Cincinnati Southern Railway board has narrowed down the list of potential investment advisors for the $1.6 billion trust generated from the sale of the railroad. Firms like FEG are highly regarded for their expertise and reliability in managing substantial assets.
In a legal development, the Court of Appeal has overturned a decision that favored the Commonwealth over a secured creditor in a dispute involving R&D tax refunds. This decision has significant implications for the financial sector and underscores the importance of sound legal representation in complex financial matters.
