A Joint Initiative By Industry Leaders
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 proudly published its first-ever Annual Report in March 2018. After much success since inception in 2015, the program is thrilled to show stakeholders the progress of its efforts.
Wheelhouse Analytics provides online education, powerful analytics and mobile sales platforms, and robust intermediary management tools that help firms answer some of the most important questions facing distribution executives.
Fiserv is one of our program sponsors.
Cheryl Nash, President Investment Services, Fiserv, leads the Women in Wealth Management Initiative.
Building the bridge between universities and the wealth management industry through innovative programs that deliver real-world experiences to students.
The Leadership Team
Jim 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, Program Director
Jim Patrick provides the leadership and strategic vision to all of the Advisor Services teams within Envestnet. These divisions span the institutional and advisor sales teams (both RIA and Enterprise Sales), the Enterprise Consultant teams, and the Practice Management team that focuses on innovative solutions for Envestnet’s growing client base. He also leads the efforts in the development and distribution of insightful investment intelligence through innovative technology that leverages our consulting services, research, and investment solutions. Learn More >Jim Patrick, Board Member & Sponsor
Cheryl Nash is President for Investment Services at Fiserv, the leading global provider of financial services technology solutions. Cheryl is responsible for driving the strategic vision and direction of the industry leading technology solutions offered by Fiserv, which serve the wealth management industry. Learn More >Cheryl Nash, Board Member & Sponsor
Mr. 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