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Rebecca Wood

Non-Executive Chair at Fund Evaluation Group

No current adviser or broker registrationSEC record checked 17 October 2026

1
Past adviser firms
2
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Rebecca Wood is Non-Executive Chair of Fund Evaluation Group, LLC, a Cincinnati investment adviser managing $23.9B. Rebecca Wood has past investment-adviser registrations through 1 firm and has passed the Series 7 and Series 63.

Role at Fund Evaluation Group

Title on Schedule A
Non-Executive Chair
Control
Rebecca Wood is a control person of Fund Evaluation Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Rebecca Wood has held the filed role since January 2024.

The firm

Fund Evaluation Group, LLC
Cincinnati, OH

Form ADV filed 31 March 2026

$23.9B AUM214 clients74 advisers3 offices

Career on record

Firms and exams, newest first
  1. Fund Evaluation Group, LLC
    – · 15 years
    Cincinnati, OH · Adviser representative · Firm CRD 121658
  2. Passed Series 7 and Series 63 · 1991

Registrations and exams

No current adviser or broker registration. Rebecca Wood has passed 2 qualifying exams.

Examinations

Series 6313 September 1991
Name
Uniform Securities Agent State Law Examination
Series 717 May 1991
Name
General Securities Representative Examination

Individual record

Full name
Rebecca Sue Wood
CRD
2144145
Firm
Fund Evaluation Group, LLC
Registration status
No current adviser or broker registration
Firm bio
feg.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The official firm page lists Rebecca as Chairwoman of FEG’s Board of Directors. Official firm biography/team page

Common questions

Where does Rebecca Wood work?

Rebecca Wood has been Non-Executive Chair of Fund Evaluation Group, LLC since January 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 March 2026

Does Rebecca Wood have a current investment-adviser registration?

Rebecca Wood has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Rebecca Wood passed?

Rebecca Wood has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in May 1991.

Source: IAPD individual record, checked 17 October 2026

Where was Rebecca Wood previously registered as an investment adviser?

Rebecca Wood has past investment-adviser registrations through Fund Evaluation Group, LLC, July 2002 to April 2017, across 1 firm.

Source: IAPD individual record, checked 17 October 2026

Leadership at Fund Evaluation Group

  • James Lenahan
    Director, Chief Executive Officer
  • William Goslee
    Director, President
  • Kurt Krebs
    Chief Financial Officer & Treasurer
  • Robert Jennings
    Chief Operating Officer
  • Julie Thomas
    Chief Compliance Officer
  • Nolan Bean
    Director, Chief Investment Officer & Head of Portfolio Management
  • Stephen Hopkins
    Independent Director
  • Gary Price
    Director & Managing Director of Institutional Services
  • Gianna Tremoulis
    General Counsel and Secretary

Sources

  1. IAPD individual record, CRD 2144145. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fund Evaluation Group, LLC, filed 31 March 2026. Title, control and ownership bands.
  3. Fund Evaluation Group team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Rebecca Wood or Fund Evaluation Group, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.