A unique series trust to meet your unique asset management needs.

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About Us.

FundVantage offers investment advisors, interested in launching a mutual fund or ETF, a solution that is cost-effective and eliminates administrative bottlenecks that traditionally exist when it comes to starting a mutual fund or ETF.  Delaying a mutual fund launch can be costly, stressful, and time-consuming.  With FundVantage, we offer an all-encompassing solution for your fund, from start–up and launch to everyday fund servicing, compliance, distributor support and building scale.

Experience you can depend on.

The principal officers of our management team, consisting of FundVantage’s president, treasurer and chief compliance officer, individually have more than 25 years of experience servicing fund start–ups and reorganizing existing funds.  These individuals will be some of your key day-to-day contacts in managing the affairs of your funds and assisting with achieving your strategic goals.   

Our board of trustees have deep and diverse backgrounds in the investment management and financial services industries.  Our five trustees have more than 200 years of combined experience working in these industries and academia.   They have been thought leaders and consequential contributors to their professions.  Their careers have been intertwined with mutual funds and ETFs and have spanned working as an investment adviser, service provider, industry spokesperson and finance professor.  We encourage you to review their résumés on this website.         

What can FundVantage do for you?

  • If you have an investment strategy that you would like to bring to the marketplace in the form of a mutual fund, please contact us.
  • If your SMA business requires a companion mutual fund product, let us know.
  • If your institutional or retirement account clients would like to avail themselves of your unique investment capabilities in the form of a mutual fund, we look forward to hearing from you.   

We have many successful investment advisors that utilize FundVantage as their fund solution.  We would love to share their stories with you. 

With your green light, we can get your fund ready to launch quickly and inexpensively.  

Make FundVantage your advantage! 

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Who We Are

Officers

Joel Weiss
President

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Christine Catanzaro
Treasurer

Richard Keyes
Vice President

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John Canning
Chief Compliance Officer

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Board of Trustees

Nicholas M. Marsini, Jr.
Chairman

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Robert J. Christian

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Nancy B. Wolcott

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Iqbal (Monty) Mansur, Ph.D.

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Stephen M. Wynne

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Joel Weiss
President

Mr. Weiss currently serves as President and Chief Executive Officer for FundVantage Trust and serves as Senior Vice President of Board Management at Tidal Financial Group. Prior to joining Tidal, he founded establishing JW Fund Management LLC, providing outsourced fund officer services to investment companies. Joel previously was Managing Director of Fund Accounting and Administration for BNY Mellon’s Asset Servicing Group and its predecessor firm for over 20 years. His responsibilities included directing the accounting and administration services to mutual fund families. Joel has been servicing mutual fund series trusts for over 15 years and has been instrumental in the successful launch and operation of mutual funds within the series trusts. Previously, he was employed by Deloitte & Touche and Price Waterhouse, where he performed audits of investment companies. He is a Certified Public Accountant and holds a Bachelor of Science degree in accounting from Drexel University. Joel has been a speaker on accounting issues related to mutual funds at industry-related conferences.

Richard Keyes
Treasurer

Mr. Keyes serves as Vice President for FundVantage Trust. Prior to serving at FundVantage Trust, Richard held the position of Head of Tax–U.S. Fund Services for BNY Mellon’s Asset Servicing Group and its predecessor firm, for approximately 23 years. In this role, he led a team of seventy tax professionals who provided tax services to BNY Mellon’s regulated investment company clients. Previously, Richard worked for Deloitte Tax LLP as a Tax Senior Manager providing tax services to Deloitte’s Asset Management industry clients. Richard is a tax attorney and a CPA, and is a graduate of Delaware Law School and the University of Delaware (Bachelor of Science in Accounting). He has authored a number of articles related to various tax matters pertaining to the asset management industry.

Nicholas M. Marsini, Jr.

Mr. Marsini has over thirty-five years of experience as a senior financial executive. A significant portion of that time was as the chief financial officer of PNC’s Global Investment Servicing business. Most recently he was the Regional President for PNC Bank for the state of Delaware. Nicholas serves as the Chair of the Board of Fund Vantage Trust and also serves on several other mutual fund boards. Mr. Marsini also serves as Chair of the Board of Christiana Care Health System and Salesianum School (a private boy’s high school in Wilmington, Delaware). In addition, he is a member of the Audit Committee at the University of Delaware.

Robert J. Christian

Mr. Christian has over 30 years of experience in the investment business. After two years as an Economic Analyst at the Federal Reserve Bank of Philadelphia, Bob spent 20 years working in the Investment Division of Provident National Bank (now PNC Bank) in Philadelphia. At Provident National Bank, Bob held a number of positions including Chief Economist, Director of Investment Strategy and Chief Investment Officer. He was appointed Chief Investment Officer at Wilmington Trust Company in 1996 where he worked until his retirement in 2006. Bob has had extensive experience in the mutual fund industry. He was Chairman and President of Wilmington Trust Company’s investment advisory arm, Rodney Square Management Company, from 1997 to 2003, and was a trustee of its mutual fund family, The Rodney Square Funds (now, The Wilmington Funds); Chairman of FundVantage Trust from 2007 to 2019; and is chairman and trustee of two additional mutual fund organizations. Bob also served as a trustee at La Salle University and The Library Company of Philadelphia.

Nancy B. Wolcott

Ms. Wolcott spent her career in financial services, developing expertise in complex regulatory environments, P&L management, client relationship management and asset servicing for investment advisors, broker dealers, banks and corporations.  Nancy managed the mutual fund servicing business for BNY Mellon after its purchase of PNC Global Investment Servicing (formerly PFPC), where she served as President.  Prior to that, Nancy managed the wealth management business of PNC Bank, having joined PNC from Harris Bank, where she managed the Corporate and Institutional Trust business.  Now retired, Nancy serves on the board of trustees of several mutual fund organizations, including FundVantage Trust. Nancy serves her community through work as the chairperson of the Gemma Foundation, a board member of Gemma Services and a board member of the Adirondack Foundation.  She also serves on the Business Leadership Council of Wellesley College, her alma mater.

Iqbal (Monty) Mansur, Ph.D.

Dr. Monty Mansur is Professor (Emeritus) of Finance and the Distinguished University Professor at Widener University. After 35 years of a very successful teaching and research career, he retired in September 2020. During his long tenure at Widener, Dr. Mansur has been an integral part of the growth of this institution. He has held a number of leadership positions on campus that include: serving as the Chair of the Management Department; serving on the 403b investment committee; overseeing the operation of Widener University’s Student Managed Investment Fund, a part of the university’s endowment; chairing various university accreditation efforts; chairing or serving on various search committees to recruit faculty and administrators, to name a few. He developed and co-taught with industry partners a very popular graduate course in mutual funds. He was recognized for his excellence in academics with the university’s Lindback teaching award, the School of Business Administration Distinguished Research Professor award, Widener University Outstanding Researcher award and Distinguished University Professor award. The focus of his research is asset valuation with particular focus given to the behavior of time-varying asset risk. His publications appear in prestigious journals such as The Journal of Risk and Insurance, Journal of Banking and Finance, Journal of Financial Stability, and Quantitative Finance. Currently, he serves a member of the Investment Subcommittee of the Board of Christiana Care Health System, Inc., and at FundVantage Trust, as the chair of the Nominating and Governance Committee and served as the chair of the Audit Committee from 2007 – 2016.

Stephen M. Wynne

Mr. Wynne spent over thirty years of his career at PNC Global Investment Servicing (previously known as PFPC), one of the nation’s leading financial services firms catering to the needs of mutual funds, hedge funds, separately managed accounts and overseas investment companies with over $2 trillion in assets. He led his organization’s strategic direction and operational development as president and chief executive officer. In retirement, Steve has served on the board of directors of several mutual fund organizations, including FundVantage Trust, which he founded. He also served on the board of trustees of his alma mater, Widener University. Steve is the author of many industry articles and has been a featured speaker at industry conferences. Academically, he was an adjunct professor and guest lecturer at many local colleges and co- authored a collegiate textbook, “Fundamentals of Mutual Fund Accounting” (McGraw-Hill, 2004), adopted by over ten colleges and universities in the U.S., Ireland and Poland.