What departments does CEFEX have?

CEFEX has employees across 2 departments including Operations, Analytics.

What is the largest department at CEFEX?

The largest department at CEFEX is Operations with 1 employees.

Where are CEFEX employees located globally?

CEFEX has employees across 1 continents and 2 countries including Canada, United States Of America.

How has CEFEX's team size changed over time?

CEFEX's team has decreased from approximately 7 to 5 employees based on available data.

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CEFEX Employee Directory

Financial ServicesPennsylvania, United States2-10 Employees

CEFEX, the Centre for Fiduciary Excellence, acts as an independent global assessment and certification organization within Broadridge Retirement and Workplace. It partners with investment fiduciaries and industry experts to run broad-based assessment programs intended to strengthen risk management for both institutional and retail investors. Through its certification, CEFEX aims to establish the reliability and integrity of investment fiduciaries.

The organization is based in Pittsburgh, Pennsylvania, and operates with a small team. Its scope covers fiduciaries and the professionals who serve investors, helping them address fiduciary risks and demonstrate their trustworthiness. Because it is a division of a larger securities services provider, it sits within the broader financial services landscape.

CEFEX Global Highlights

North America
3

United States Of America
2
Canada
1

CEFEX's Leadership

C. P.
General Manager
Mobile Phone
Email
T. W.
Senior Fiduciary Analyst
Mobile Phone
Email
K. M.
Cefex Analyst - Peer-Reviewed Certification Of Rias, Retirement Plans, Nonprofits, Governments
Mobile Phone
Email

CEFEX Employee Metrics

100%

50%

2026

2025

Finance
Business
Accounting
Administrative
Analytics
Other

Contact profiles from CEFEX

Name

Title

Contact

Location

Last Update

C. P.
General Manager
Mobile Phone
Email
CanadaOntario
Jun 28, 2026
T. W.
Senior Fiduciary Analyst
Mobile Phone
Email
Jun 24, 2026
K. M.
Cefex Analyst - Peer-Reviewed Certification Of Rias, Retirement Plans, Nonprofits, Governments
Mobile Phone
Email
Jun 29, 2026

Frequently Asked Questions

What is CEFEX known for?

CEFEX was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-416-693-****

. Explore CEFEX's company overview page for more information.

What is CEFEX's most common email format?

CEFEX employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CEFEX email formats with LeadIQ.

How many employees does CEFEX have currently?

CEFEX has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CEFEX's key employees and leadership?

As of July 2026, CEFEX's key employees include:

General Manager: C. P.
Senior Fiduciary Analyst: T. W.
Cefex Analyst - Peer-Reviewed Certification Of Rias, Retirement Plans, Nonprofits, Governments: K. M.

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CEFEX Employee Directory

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