Rex Macey, CFA®, CIMA, CFP®, Senior Vice President and Chief Investment Officer, Wilmington Trust

Rex co-ordinates the asset allocation, fixed income, equity and manager research activities for Wilmington Trust Investment Advisors, the investment advisory arm of M&T Bank. He chairs the Performance Monitoring Team. He is a senior member of the firm’s Investment Strategy Team.

Rex joined Wilmington Trust in 2004 with considerable tenure in the financial and investment industries. Prior to joining Wilmington Trust, Rex served as the director of research at KPMG Investment Advisors, where he led the development of investment policies and asset allocation research. Earlier, he was chief investment officer for American Financial Advisors, LLC, and developed the only financial software program that projects future wealth by using Monte Carlo simulation to model both investment and mortality risk. Rex is also known as a co-founder of Möbius Group, a leading third-party provider of information on money managers.

Rex holds an MBA from Kenan-Flagler Business School and earned a bachelor’s degree in Mathematics from Vanderbilt University. He is an instructor for a CFA review course sponsored by the Atlanta Chapter of the CFA Institute, and he chairs the editorial advisory board for Investments & Wealth Monitor, a bi-monthly publication of the Investment Management Consultants Association. He also previously served as an adjunct professor at Emory University’s Goizueta Business School.