Lewis E. Antone, Jr.

Executive Vice President, General Counsel & Secretary at Financial Engines, Inc.

Lewis E. Antone, Jr.

Lewis E. Antone, Jr.

Executive Vice President, General Counsel & Secretary at Financial Engines, Inc.

Biography

Lewis E. Antone holds the position of Executive Vice President & General Counsel for Financial Engines, Inc. In the past he held the position of Senior Counsel at BofA Global Capital Management Group LLC. He received an undergraduate degree and a graduate degree from The Catholic University of America and a graduate degree from Georgetown University Law Center.

Overview
Career Highlights

Financial Engines Advisors LLC
Financial Engines, Inc.

RelSci Relationships

1292

Relationships
RelSci Relationships are individuals Lewis E. Antone, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Chief Executive Officer & Director at Financial Engines, Inc.

Relationship likelihood: Strong

Co-Founder at Financial Engines, Inc.

Relationship likelihood: Strong

Co-Founder at Financial Engines, Inc.

Relationship likelihood: Strong

Executive Vice President of Investment Management & CIO at Financial Engines Advisors LLC

Relationship likelihood: Strong

Chief Administrative & Chief Risk Officer & Executive Vice President at Financial Engines, Inc.

Relationship likelihood: Strong

Business Services Executive Advisor at Gryphon Investors, Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Director at Coursera, Inc.

Relationship likelihood: Strong

Managing Director-Retiree Research Center at Financial Engines Advisors LLC

Relationship likelihood: Strong

Founding Partner at FTV Management Co. LP

Relationship likelihood: Strong

General Partner Emeritus at Foundation Capital LLC

Relationship likelihood: Strong

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Lewis E. Antone, Jr.
Executive Vice President, General Counsel & Secretary at Financial Engines, Inc.
Education

The Catholic University of America (CUA) is a private university located in Washington, D.C. in the United States. It is a pontifical university of the Catholic Church in the United States and the only institution of higher education founded by the U.S. Catholic bishops. Established in 1887 as a graduate and research center following approval by Pope Leo XIII on Easter Sunday, the university began offering undergraduate education in 1904. It has been called one of the 25 most underrated colleges in America, one of the nation's best colleges by the Princeton Review, "one of the most eco-friendly universities in the country," and has been recommended by the Cardinal Newman Society.

Career History
Executive Vice President, General Counsel & Secretary
1999 - Current

Financial Engines, Inc. engages in the provision of technology-enabled financial advisory services. It also offers discretionary portfolio management, personalized investment advice, financial and retirement income planning, and financial education and guidance. The company was founded by William F. Sharpe, Joseph A. Grundfest, and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA.

Executive Vice President, General Counsel
2016 - Current

FEA uses their proprietary advice methodology to provide their investment advisory and related management services. The analyses and recommendations generated by the firm’s advice methodology are based on an assessment of risk, correlations and expected returns. The methodology is designed to provide personalized and diversified investment recommendations that take into consideration time to retirement, risk tolerance, outside assets and other personal circumstances. Their methodology uses market consensus expectations on key economic and market indicators, and does not engage in market timing. FEA’s Investment Committee has overall responsibility for the oversight of advisory and investment management services, including the application of proprietary investment methodology that generates its advice recommendations and portfolio management.

Transactions
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Hellman & Friedman LLC purchases Financial Engines, Inc.

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Financial Engines, Inc. issued . USD Common Stock

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Financial Engines, Inc. issued . USD Common Stock

Other Affiliations

Lewis E. Antone, Jr. is affiliated with Financial Engines, Inc., Financial Engines Advisors LLC

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