OUR TEAM

Robert L. Padgette, CFA, CIMA

Managing Director, Founder
For more than 25 years, Bob Padgette has been a driving force in the development of new products and services for the investment and financial services industries. Prior to founding Klein Decisions in 2002, Bob was the Chief Executive Officer and founder of Möbius Group, Inc., a leading provider of software and data for investment professionals. Bob began his investment career at Kidder, Peabody & Co., where he last served as Vice President and National Director of the PRIME Asset Consulting Group.

During his career Bob has been very active in IMCA, serving on numerous committees and helping develop IMCA's Consultant Performance Presentation standards. He received the Steve Kessler annual writing award in 1997 from IMCA and the Pioneer Award from the Money Management Institute in 2003 for his overall contributions to the managed accounts industry. He is currently a member of the Methodology Committee at the Retirement Income Industry Association (RIAA).

Bob receive both a BSEE and an MBA from Duke University. He is a Chartered Financial Analyst (CFA) and a Certified Investment Management Analyst (CIMA). He is also an active member of AIMR, IMCA, and RIIA.

Craig Murray

Director, Product Management

Craig Murray has over 20 years of experience in software development, product management and project management, primarily in the investment and financial services industries. Prior to joining Klein Decisions in 2011, Craig developed and managed software products and enterprise solutions for Informa Investment Solutions, CheckFree Investment Services (now FiServ), and Möbius Group, Inc.

Craig received a B.S. in Computer Science from the University of Virginia School of Engineering and Applied Science.

Ted A. Ponko, CFA

Senior Product Analyst
Ted Ponko has over 20 years experience in mutual fund management, investments, portfolio analytics, and retirement plan design. He has served as Chief Investment Officer for the Actuarial Consulting Group, Richmond, VA, and Glenwood Capital Management, Raleigh, NC.

Ted received a B.A. degree from the College of William and Mary in Virginia. He subsequently earned his M.A. and PhD from the University of North Carolina in Chapel Hill. In addition to being a CFA Charterholder, he is a Chartered Financial Consultant (ChFC) and a Certified Employee Benefits Specialist (CEBS®).