PITTSBURGH--(BUSINESS WIRE)--Fi360, the nation’s leading provider of fiduciary-related education and tools, announces today the hiring of technical specialist Steve Engelhardt, CFA, as its chief data officer, a new role at the company.
As chief data officer, Mr. Engelhardt reports directly to Bill Mueller, CEO of Fi360, and assumes responsibility for converting information into actionable products and services.
Fi360 created the role in response to growing demand from its institutional and advisor clients to leverage fiduciary-centric data. "We are thrilled to have Steve join our team. He is an accomplished leader with deep experience in the technology and data-driven platforms that serve enterprise clients," said Mr. Mueller. "Steve will lead our data strategy and work on various technology projects as we meet the rapidly growing demand for data-driven fiduciary solutions."
Prior to Fi360, Engelhardt spent over 14 years at Morningstar, Inc., primarily working in technology leadership roles. During his tenure, Engelhardt led technical development of various legacy and new software product offerings, including Morningstar’s Defined Contribution Retirement Plan tools for advisors. He also served at head of data technology for an interim period and was Morningstar’s first Distinguished Engineer.
"I'm passionate about solving technology problems and helping Fi360’s clients profit from our fiduciary capabilities, ultimately creating better outcomes for investors,” states Mr. Engelhardt. “I look forward to working with the team at Fi360 and developing tangible products and actionable intelligence from our nearly two decades of fiduciary insight.”
In addition to his industry experience, Mr. Engelhardt has a BS in computer engineering from the University of Illinois and a MS in computational finance from DePaul University. He also holds the Chartered Financial Analyst designation.
Fi360 helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors’ assets. Since 1999, the firm has provided financial professionals with the education, designations, training and tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of Ann Schleck & Co. and CEFEX. Learn more at www.Fi360.com, via Twitter or on LinkedIn.
