President / CEO
Janet joined FundX in 1978 and has been researching mutual funds and developing successful investment strategies ever since. A frequent guest on national media, Janet’s expertise is widely recognized. She is a board member of several non-profits and foundations and a longtime advocate for sustainable, responsible investing (SRI).
Chief Investment Officer / Principal
Since joining the firm in 2000, Jason has been a key member of the firm’s investment committee and has overseen the implementation of the firm’s Upgrading strategy. Frequently interviewed by the media, he is considered an expert in ETFs, mutual funds, trading strategies and technical analysis.
Bernard (Bernie) W. Burke
Portfolio Manager / Principal
Bernie has been managing client accounts at FundX since 1991. He has over 50 years of investment industry experience and extensive knowledge of the mutual fund industry.
Martin (Marty) R. DeVault
Portfolio Manager / Principal
With FundX since 1992, Marty has managed hundreds of client accounts and leads much of the ongoing research into the Upgrading investment strategy. With a background in medical research, Marty brings deep analytical skills to the firm.
Portfolio Manager / CCO
Sean joined FundX in 1990 and has directed hundreds of client accounts, many spanning multiple generations. A member of the firm’s investment committee and director of Client Account Operations, in 2015 Sean assumed the role of Chief Compliance Officer.
Jeff Smith joined FundX in 2001 to guide marketing and publications. He is responsible for firm operations, including finance, marketing and technology and is the creator of our proprietary trading software. Prior to FundX, Jeff served as a program manager at several large, not-for-profit firms after graduating from Willamette University.
Trading and Portfolio Administrator
Ed joined FundX in 2002 and is an integral part of the firm's trading and client service departments. Prior to joining the firm, Ed held various positions as a trader, client services administrator and employee benefits administrator for financial services companies in Northern California.
Dan joined FundX in 2005 as a client services specialist with over 20 years in the industry. As a relationship manager, Dan works closely with our portfolio managers to provide a seamless, professional investment experience for our clients. His past positions include portfolio administrator, trader and operations consultant.
Avani started working at FundX in 2003 and rejoined the firm in 2014 after a nine-year stint with Alliance Bernstein in New York. Avani is a member of the investment committee and has a key role in shaping our approach to sustainable, responsible investing (SRI) portfolios.
Senior Client Service Specialist
Josephine started at FundX in 2008 as a client service specialist. As the chief liaison between our clients and our custodians, Josephine works directly with our portfolio managers to ensure the highest level of client satisfaction. A 30-year veteran of the securities industry, she has worked at Merrill Lynch and Morgan Stanley.
Operations & Communications
Mark started at FundX in 2006 as an associate trader for client accounts. He now handles the day-to-day trades for the FundX family of mutual funds and oversees the trades for client accounts. Mark is a graduate of University of California at Davis.
Client Services Associate
Michelle started at FundX in 2009. She is responsible for accounting, office management and servicing our client accounts.
Jay started at FundX in 2005. He manages the fund database and conducts research on the Upgrading strategy. Prior to FundX, Jay promoted international trade, investment, and relations between Osaka and the State of California. Jay is a graduate of the University of Hawaii at Manoa with an MBA from San Jose State University.
Marketing and Operations Coordinator
Natalie has been with FundX since 2008. She works on coordinating and implementing marketing, social media, and communication strategies.
Writer / Editor
P. writes timely, engaging articles, commentaries, blog posts and emails to help seasoned and novice investors understand and implement FundX's investment approach. She oversees the firm's NoLoad FundX newsletter, blog and social media, and she contributes to client and shareholder reports.
Chen joined FundX in 2000 as circulation assistant. His current role encompasses operations, newsletter subscriptions and portfolio data support.