Gain Access to a Veteran Team of Certified Investment Research Professionals and Advisory Program Consultants.
FDx Advisors prides itself on the strength and quality of its research and advisory team. Our investment professionals average 10 years of industry experience. The majority of our team holds an advanced education degree and multiple team members possess and/or are pursuing some of the most prestigious designations and certifications in the wealth management industry – including CFA, CIMA, CIPM and CAIA.
FDx Advisors is led by Robert Mehringer, EVP of Advisory Services and Shari Hensrud-Ellingson, Chief Investment Officer.
PRESIDENT, FDX ADVISORS AND CHIEF INVESTMENT OFFICER
In her role as President of FDx Advisors and Chief Investment Officer, Shari leads the vision, strategy, research and evaluation of investments. Shari previously served as Chief Investment Officer for Alerus Financial where she oversaw investment strategy for the $2 billion trust department. Shari has leveraged her expertise to help others advance their education, teaching math, economics and finance-related courses for both graduate and undergraduate programs. Shari holds a CIPM certification from the CFA institute. She also earned the CFA charter and a Ph.D. from the University of Nebraska-Lincoln and holds an M.B.A. in Business Administration and a graduate degree in Mathematics and Statistics, both from the University of North Dakota.
EVP, ADVISORY SERVICES
As executive vice president of advisory services, Bob Mehringer oversees the FDx Advisors registered investment advisor business, supporting institutional clients in the bank trust, broker dealer and RIA channels in the design and delivery of leading-edge advisory programs, research and services. Prior to joining FDx Advisors, Bob was the founder of Access Partners LLC, a premier fee-based investment management firm specializing in trust investment management and operations, which was acquired by FolioDynamix in February 2013. Bob has over fifteen years of institutional manager oversight and is a CPA and CFA. Bob holds a B.S. degree in Economics from the University of Evansville and an M.B.A. in Finance and Economics from the University of Chicago.