CEO
Red Tortoise, LLC
Rex is CEO of Red Tortoise, a wealth management firm in Atlanta with over $250 million in AUM. Before that he was CIO of Wilmington Trust. Rex has authored numerous industry articles (including winning two writing awards), served on the certification committee for the CIMA designation and as a trustee for the CFA-Atlanta Society. He has appeared on CNBC, Wall Street Week, Fox Business News, and quoted in the Wall Street Journal. He patented a method for incorporating mortality risk into the financial planning process and co-founded the Mobius Group.
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The Journal of Financial Planning's Research Showcase - Part 1
Wednesday, September 27, 2023
1:00 PM – 2:00 PM MST