About Fund Evaluation Group
Fund Evaluation Group is a Financial Services company based in Cincinnati (United States) founded in 1988, and was acquired by Old National Bank in April 2002. Diversified investment management services are provided by FEG. It operates on a Professional Services and Managed Services model. The company has 125 employees. Its chief executive, as recorded, is Becky Wood. Its website feg.com draws about 11 thousand monthly visits. Fund Evaluation Group offers products and services including Outsourced CIO, Consulting, and Values Aligned Investing. Its focus areas include Financials, Investment Management and Asset Management. Its legal entity is Fund Evaluation Group, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Investment solutions are offered by Fund Evaluation Group to various institutional clients, including universities, community foundations, and healthcare systems. Services such as Outsourced CIO, consulting, and values-aligned investing are provided to support portfolio decisions and investment strategies. The focus is placed on bridging institutions with tailored investment solutions across educational, charitable, and nonprofit sectors.
- Headquarters Cincinnati, United States
- Employees 125
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website feg.com
- Social LinkedIn
- Acquired by Old National Bank (Apr 2002)
- Legal Name Fund Evaluation Group, Llc
- Investors
- Employee Count125
- Acquired byOld National Bank
(Apr 2002)
Products & Services of Fund Evaluation Group
Fund Evaluation Group offers a comprehensive portfolio of products and services, including Outsourced CIO, Consulting, and Values Aligned Investing.
Comprehensive investment office services are provided to clients.
Guidance on investment strategy is offered to clients.
Investment solutions aligned with values are provided to clients.
Investors in Fund Evaluation Group
Fund Evaluation Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Old National Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial bank | 1834 | oldnational.com | Evansville, United States |
Investor details for Fund Evaluation Group
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People of Fund Evaluation Group
37 people are tracked at Fund Evaluation Group (24 in leadership, 13 in team); the tracked headcount is 125.
| Name | Role | Group |
|---|---|---|
Becky Wood | CEO & President | Leadership |
Quincy Brown | Managing Director | Leadership |
David D. Center | Senior Vice President | Leadership |
Alan Lenahan | CEO | Leadership |
Tim O'Donnell Caia | Senior Vice President | Leadership |
Reba Perry | Head Of Human Resources | Leadership |
Stephen Hodson | Sr. Vice President | Leadership |
Cheryl Barker (Ramsey) | Vice President Research | Leadership |
Devinne Verst | Head Of Client Development | Leadership |
Paul Keating | Senior Vice President - Strategic Business Operations | Leadership |
Rob Jennings | Chief Operating Officer | Leadership |
Stephen Haines | Vice President | Leadership |
Mary Bascom | CFO | Leadership |
Kurt Krebs | Chief Financial Officer | Leadership |
Chris Taylor | Vice President, Financial Planning And Analysis | Leadership |
Gregory Dowling Cfa, Caia | Managing Principal/cio/head Of Research | Leadership |
Susan Schrader Iaccp | Vice President Operations | Leadership |
Rick Hain | Vice President - Trading Operations | Leadership |
David Barcus Cfa, Frm | Vice President - Investment Specialist | Leadership |
Jere Whiteley | Vice President, Sales & Relationship Management | Leadership |
17 more people are available in the full profile.
Complete people profiles for Fund Evaluation Group
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Timeline of Fund Evaluation Group
2 dated milestones of Fund Evaluation Group across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Fund Evaluation Group is founded.
- Exit Acquired by Old National Bank.
Competitors of Fund Evaluation Group
Fund Evaluation Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Fund Evaluation Group
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Web traffic of Fund Evaluation Group
The website of Fund Evaluation Group (feg.com) receives about 11.3K visits a month.
- Monthly visits11.3K
▲ 49.1% vs previous month
Websites whose visitors overlap most with Fund Evaluation Group. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bloombergbriefs.com | bloombergbriefs.com | 100% | – | ||
| jpmorgan.com | 99% | 5.5M | #10,760 | View details | |
| firstreserve.com | 96% | 3.2K | #4,417,294 | View details | |
| commonfund.org | 85% | #938,878 | View details | ||
| cambridgeassociates.com | 80% | 111.7K | #558,708 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 39 similar websites and full traffic analytics for Fund Evaluation Group
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- 39 similar websites
- Audience overlap
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Top companies in Asset Management
3 companies that operate in the same segment as Fund Evaluation Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Fund Evaluation Group
Complete news archive for Fund Evaluation Group
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Frequently Asked Questions about Fund Evaluation Group
Fund Evaluation Group was founded in 1988.
Fund Evaluation Group is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
Becky Wood is the CEO of Fund Evaluation Group, as recorded in our data.
Fund Evaluation Group has 125 employees.
Investment solutions are offered by Fund Evaluation Group to various institutional clients, including universities, community foundations, and healthcare systems. Services such as Outsourced CIO, consulting, and values-aligned investing are provided to support portfolio decisions and investment strategies. The focus is placed on bridging institutions with tailored investment solutions across educational, charitable, and nonprofit sectors.
Fund Evaluation Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Fund Evaluation Group offers Outsourced CIO, Consulting, and Values Aligned Investing.
Fund Evaluation Group has 1 investor. Key investors include Old National Bank.
Fund Evaluation Group operates through Fund Evaluation Group, Llc.
Yes. Fund Evaluation Group was acquired by Old National Bank in April 2002.