Rex Phillip Macey
Chief Executive Officer at Red Tortoise LLC
Profile
Mr. Rex P.
Macey, CFA MBA, is a Chief Executive Officer & Manager at Red Tortoise LLC, an Editor at Investment Management Consultants Association and a Principal at Wilmington Real Asset Fund Select LLC.
Mr. Macey has over 30 years of experience as an investment professional.
Before starting Red Tortoise, he spent 11 years at Wilmington Trust where his duties included heading the equity group, the asset allocation team, risk management and serving as chief investment officer.
He earned a math degree from Vanderbilt and an MBA from the UNC’s Kenan Flagler business school in Chapel Hill.
Rex Phillip Macey active positions
| Companies | Position | Start |
|---|---|---|
| Investment Management Consultants Association | Corporate Officer/Principal | - |
| Wilmington Real Asset Fund Select LLC | Corporate Officer/Principal | 2009-04-22 |
Red Tortoise LLC
 Red Tortoise LLC Investment ManagersFinance Red Tortoise LLC is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Rex P. Macey in 2015. Red Tortoise offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. | Chief Executive Officer | 2014-12-31 |
Former positions of Rex Phillip Macey
| Companies | Position | End |
|---|---|---|
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Chief Investment Officer | - |
| KPMG Investment Advisors, Inc. | Corporate Officer/Principal | 2003-12-30 |
| Mobius Group, Inc. | Corporate Officer/Principal | - |
Wilmington Funds Management Corp.
 Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Chief Investment Officer | - |
Wilmington Trust Investment Advisors, Inc.
 Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Portfolio Manager-Equities | - |
Training of Rex Phillip Macey
| The University of North Carolina at Asheville | Masters Business Admin |
| Vanderbilt University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Wilmington Trust Investment Management LLC
Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Finance |
| KPMG Investment Advisors, Inc. | Finance |
| Mobius Group, Inc. | Technology Services |
| Investment Management Consultants Association | |
| Wilmington Real Asset Fund Select LLC | Miscellaneous |
Wilmington Trust Investment Advisors, Inc.
Wilmington Trust Investment Advisors, Inc. Investment ManagersFinance Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds. | Finance |
Wilmington Funds Management Corp.
Wilmington Funds Management Corp. Investment ManagersFinance Wilmington Funds Management Corp. (WFMC) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 1981 as Rodney Square Management Corp. They are a subsidiary of M&T Bank Corp. (NYSE: MTB). WFMC provides investment advisory services directly to certain affiliated investment companies which are part of the Wilmington Funds. | Finance |
Red Tortoise LLC
Red Tortoise LLC Investment ManagersFinance Red Tortoise LLC is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Rex P. Macey in 2015. Red Tortoise offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
- Stock Market
- Insiders
- Rex Phillip Macey
