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Fnex Appoints Bobby Dalzell As President of Fnex Wealth

Mar 10, 20255 months ago

Position

President

Company

FNEX

Bobby Dalzell
IndianapolisFinanceFinancial Services

Description

FNEX has announced the appointment of Bobby Dalzell as President of FNEX Wealth, the multi-family office division, to oversee the firm's wealth advisory platform, focusing on providing comprehensive investment solutions, risk management strategies, and intergenerational wealth planning.

Company Information

Company

FNEX

Location

Indianapolis, Indiana, United States

About

FNEX is a leading fintech-enabled investment bank and private securities liquidity platform. FNEX Wealth is the multi-family office division of FNEX Capital, providing institutional-grade investment access, multi-family office infrastructure, and strategic wealth solutions for ultra-high-net-worth clients.

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