Envestnet Institute On Campus

An educational program geared toward students seeking a career in wealth management.

Envestnet Institute On Campus

A Joint Initiative By Industry Leaders

Our Mission

Providing the asset and wealth management industry with a talented, diverse pool of workforce-ready interns and entry-level employees.

Hear industry leaders discuss the current talent challenge and how Envestnet Institute on Campus can attract young, talented individuals to the wealth and asset management industry.

The Envestnet Institute On Campus is pleased to present our third annual report with data ending June 30, 2020. We continue to inspire the next generation and through the growth and expansion of the program we are proud to show stakeholders our success and the progress of its efforts.

Program Sponsors


​Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage Envestnet technology and services that help drive better outcomes for enterprises, advisors and their clients.

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Jackson National Life Insurance Company

Jackson (NASDAQ: JNLI) is a leading provider of retirement products for industry professionals and their clients. The company and its affiliates offer variable, fixed and fixed index annuities designed for tax-efficient growth and distribution of retirement income for retail customers, as well as products for institutional investors. Learn more>

Fidelity Investments

Fidelity Investments® helps over 32 million people feel more confident in their most important financial goals, manages employee benefit programs for over 22,000 businesses, and supports more than 13,000 financial institutions with innovative investment and technology solutions to grow their businesses. Fidelity's diverse businesses and independence give Fidelity insight into the entire market and the stability needed to think and act for the long term as the firm delivers value to its customers.​ Learn more>

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To build a bridge between the college and university environment and the asset and wealth management solutions industry to train talented students and better position them for employment.

Addressing The Talent

It’s no secret that the asset and wealth management industry has a
We’re addressing the issue.

Resume Hub: How it Works

To further meet Envestnet Institute on Campus’ mission of bridging the gap between higher education and the asset and wealth management industry.

Envestnet Institute On Campus

Advisory Board

Jim Seuffert is the former Chief Executive Officer of Pershing Managed Account Solutions, and former co-founder and Chief Operating Officer of the Lockwood family of companies. He is a former Managing Director and member of the Executive Committee for Pershing LLC. Learn More >

Jim Seuffert, Chairman of the Advisory Board


Steven Clark joined DAK Associates in 1989. As President, Steven is principally involved in driving firm revenues, managing client company relations, setting strategic direction, and managing and directing the day-to-day efforts of DAK’s team of 6 professionals. Learn More >
Steven Clark, Board Member & Sponsor

DAK Associates

Deidre Kosier, Board Member and Sponsor

Assistant Vice President, Strategic Support Program & Operations Learning and Development, Jackson National Life Insurance Company

Valerie Mosley, former Senior Vice President, Partner and Investment Strategist, Wellington Management Company, created Valmo Ventures, which advises and invests in companies that add value both to investors and society. Learn more>

Valerie Mosley, Founder, Chairwoman, Valmo Ventures

Valmo Ventures

Tricia Baxter, is currently a Product Manager with the Envestnet|Yodlee Analytics team. She has been involved with the Envestnet Institute on Campus program since its inception in 2015 as the Associate Program Director. Her responsibilities included interacting with the students, universities and sponsors. In addition, she managed the website, eLearning program and all inquiries on the program. In 2019, Tricia transitioned from the tactical responsibilities of the program and joined the Advisory Board in 2019 to help support efforts to grow the program. Learn More >
Tricia Baxter, Product Manager

Envestnet | Yodlee Analytics

Anand Sekhar, is Vice President of Practice Management & Consulting for Fidelity Institutional(SM), a business unit of Fidelity Investments dedicated to serving financial intermediaries and institutions. In this role, he is a strategic business consultant to clients and contributor to Fidelity’s Practice Management program, helping lead the direction and development of advisor tools, whitepapers and resources in the areas of client experience, strategic planning, and talent strategies.

Prior to his current role, Anand spent several years in roles in Fidelity’s retirement division and as part of a mid-level leadership development program rotating across the firm.

Prior to joining Fidelity in 2004, Mr. Sekhar worked for several years at Procter & Gamble helping launch Charmin into Canada and Latin America.

Mr. Sekhar received a Bachelor of Science in Chemical Engineering from Rensselaer Polytechnic Institute and a Masters of Business Administration from Babson College.

Anand Sekhar, Board Member & Sponsor

Fidelity Institutional(SM)

Sharon Rosenthal joined Envestnet in 2013 and is responsible for overall human resources strategy, talent acquisition, leadership development, diversity and inclusion, organizational design and cultural development, employee education and development, compensation and benefits, HR operations and technology, and employee relations. Learn more >

Sharon Rosenthal, Chief Human Resources Officer


Jean Heath has 22 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners.

Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute on Campus Women in Wealth Management Mentorship program. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching.

Jean Heath, Managing Director, Envestnet, Head of Asset Manager Network



Fidelity Investments is an independent company, unaffiliated with Envestnet Institute On Campus. Fidelity Investments is a sponsor of Envestnet Institute On Campus. There is no form of legal partnership, agency affiliation, or similar relationship between Envestnet Institute On Campus and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Envestnet Institute On Campus and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered trademark of FMR LLC. Third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.

245 Summer Street,​ Boston, MA 02210

Fidelity InstitutionalSM (FI) provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; institutional advisory services provided by Fidelity Institutional Wealth Adviser LLC.

©2021 FMR LLC. All rights reserved.




Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

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