Jerry Murphey, President and CEO

Jerry Murphey, as President and CEO of FolioMetrix, focuses on the firm’s key corporate initiatives and strategic planning.  Many of his original concepts continue to drive the firm’s overall strategy, and his innovative approach to problem-solving for financial advisors is setting the firm apart from competitors. In addition, Jerry is the President and Portfolio Manager of the FMX fund family for which FolioMetrix serves as Advisor.

Jerry’s extensive work serving financial advisors in the areas of portfolio design, construction and workflow management have provided him a unique opportunity to impact how broker dealers, financial advisors and plan sponsors’ deliver investment solutions to their clients.

Jerry began his career over twenty years ago on Wall Street. He was the co-founder of Mutual Data Incorporated, a boutique research and consulting firm and headed up the worldwide operations for Dearborn Financial Institute. He was a leading catalyst, helping many of the nation’s largest independent broker dealers deliver their first in-house managed money platform solutions, while working for Prudential Investments. He has spoken at numerous national and regional broker dealer events and is responsible for the development and delivery of over 80,000 hours of education directly to financial professionals throughout
the world.

Greg Rutherford, Chief Investment Officer

Greg Rutherford is Chief Investment Officer at FolioMetrix. He is responsible for leading the firm’s investment operations team, including portfolio risk analysis, asset allocation, research and institutional business development.

With over twenty years in the financial services industry, Greg has lent his expertise to a variety of media sources including the Wall Street Journal and the Omaha World Herald and has been a regular guest on Omaha’s Action 3 News, Mid-Day Business Report. Greg’s experience has provided him a unique opportunity to continue to evolve the firms’ concepts of FolioSynthesis™ and Progressive Portfolio Theory™, which combine processes characteristic with investment management research, traditional asset allocation, momentum investing and tactical risk management strategies–ideas that have do not traditionally existed in the same paradigm.

Prior to FolioMetrix, Greg co-founded Tagge*Rutherford Financial Group in 1992 and as President he helped develop it to become a leading wealth management firm with over $800 million in assets under management. At Tagge*Rutherford, Greg focused on the firm’s investment management and wealth accumulation for high net worth clients. As one of the premier offices within the Cetera network of Broker Dealers, Tagge*Rutherford consistently developed and maintained the highest average producer group within the network.

Greg holds designations as Certified Financial Planner Professional (CFP), Certified Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He received a Bachelor of Science in Business Administration from the University of Nebraska-Omaha and a Masters of Business Administration from Golden Gate University in San Francisco, California.

Julie Koethe, Chief Operating Officer

Julie manages all operations functions for the firm, overseeing FolioMetrix, Service, Trading, Account Operations, Billing, Contract Administration, Compliance and Facilities. In addition, Julie is responsible for directing the activities of the FMX fund family for which FolioMetrix serves as Advisor. Prior to joining FolioMetrix, Julie was with a subsidiary of Berkshire Hathaway Inc., responsible for financial audits, reporting and compliance. Julie received her Bachelor of Science in Business Administration with an Emphasis in Accounting from Nebraska Wesleyan University.

Gerry Campbell, Senior Portfolio Analyst

Gerry Campbell brings an accomplished track record of over a decade of investment management research experience and investment operations. As Senior Portfolio Analyst, Gerry oversees the entire FolioMetrix research pipeline and is responsible for the exploration, identification, validation and ongoing implementation of investment research candidates. In addition, Gerry is part of the investment team for the FMX Fund Family for which FolioMetrix is the Advisor. Prior to joining FolioMetrix, Gerry was a Portfolio Analyst for Prudential Investments where she worked closely with top advisors around the U.S. in delivering investment management research solutions, portfolio analysis and design for high-net-worth and institutional clients. She holds a Master of Business Administration from Monmouth University in West Long Branch, New Jersey and a Bachelor of Science in Business Administration from Georgian Court University in Lakewood, New Jersey. She also holds a Certified Investment Management Analyst certification (CIMA), the Accredited Investment Fiduciary designation (AIF).

Chase Weaver, Portfolio Analyst

As Portfolio Analyst, Chase is responsible for quantitative, technical analysis and structural modeling in support of the FolioMetrix research process. In addition, he performs research reporting and analysis for the FMX Total Return fixed income strategy for which FolioMetrix is the Advisor. Chase also works closely with financial advisors, delivering presentations and showing them how FolioMetrix is the most reliable way to achieve investment success. Chase holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance.  He holds the Series 65 license.

Steve Wruble, Portfolio Analyst

As Portfolio Analyst, Steve is responsible for quantitative, technical analysis and structural modeling in support of the FolioMetrix research process.  He is part of the investment team for the FMX Fund Family for which FolioMetrix is the Advisor.  Steve also works closely with financial advisors, delivering presentations and showing them how FolioMetrix is the most reliable way to achieve investment success.  Prior to joining FolioMetrix, Steve was a Portfolio Analyst for The Solutions Group where he analyzed, designed and implemented asset allocation strategies for financial planning clients utilizing traditional and nontraditional investment vehicles.  Steve holds a Bachelor of Science from the University of Nebraska-Lincoln in Finance. He holds the Accredited Asset Management Specialist designation (AAMS) and holds the Series 65 license.

Celia Murphey, Communications Director

Celia supports Human Resources with a focus on helping drive strategic business imperatives. She has over 15 years of experience bringing best practices and sound HR strategies to businesses large and small. Celia holds a Master of Science from the University of Wisconsin—Stout and Bachelor of Science from the University of Oregon.