Envestnet Institute On Campus

A scholarship program geared toward students seeking a career in wealth management.

Envestnet Institute On Campus

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.

Envestnet

Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.

MMI

MMI is the leading voice for the global financial services organizations that provide advice and professionally-managed investment solutions to individual and institutional investors.

Fiserv

Fiserv is a world-leading financial services solutions provider. Our Investment Services division is an industry innovator and makes it easy to invest and manage money.

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 has joined the program as a sponsor.

Cheryl Nash, President Investment Services, Fiserv, will lead the new “Women in Wealth Management” Initiative.

For more information on the Women’s Initiative, click here.

Building the bridge between universities and the wealth management industry through innovative programs that deliver real-world experiences to students.

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Addressing the Talent Challenge

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Program Overview

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Resume and Internship Hub: How it Works

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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, Board Member & Student Advocate

Envestnet

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

Envestnet

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

Fiserv

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

DAK Associates

Craig is a Senior Financial Services Executive with a track record of leading strategic priorities, growth initiatives, and merger integrations. Learn More > Craig Pfeiffer, Board Member & Sponsor

Money Management Institute

Prior to his co-founding of Wheelhouse Analytics, Frank was the founder and CEO of Coates Analytics, LP. From 2003-2007, Coates Analytics pioneered the development of asset flow analytics… Learn More > Frank Coates, Board Member

Wheelhouse Analytics

Tricia was a Product Manager at Coates Analytics from 2006 until May 2011. Her responsibilities included product development for the Distribution Management System… Learn More > Tricia Baxter, Administrator

Wheelhouse Analytics

This program expanded my knowledge and understanding of the topic of wealth management above what I was taught in class.

- Student Participant

I was unsure if I would be a good fit for the wealth management industry, but after seeing the different types of career opportunities and basic functions, I believe that I could have a great career in wealth management.

- Student Participant

The handouts were extremely helpful! I learn by looking at materials in front of me and not just watching a video, so having them was great! The tests were not too hard but not too easy and covered a good range of what was talked about in each class. Very helpful and educational!

- Student Participant

I always wanted to gain a better understanding on wealth management. As a result of completing this course, I feel more enthusiastic about lifelong learning in this field.

- Student Participant

It helped me during interviews.

- Student Participant

Material is concise and relevant. So far I couldn’t be enjoying this course more. No wasted time and lots of great information.

- Student Participant

As a graduate of the program, I am excited to see its growth. I credit much of my success in the wealth management industry to this amazing program. Thank you all for the work you do!

- Student Participant

As a senior, I have not yet been introduced to these basic investment strategies. This program will be a big help in the future.

- Student Participant

This course was very helpful in not only reviewing basic information but providing a more in-depth overview of managed accounts.

- Student Participant

After taking the course, I realized I have the necessary foundation to further explore my career path in the asset management industry. I enjoyed the user friendly interface, as well as the interactive videos of each class. The detailed, real world explanations of the concepts proved to be the most beneficial element of the course since I gained a more thorough understanding of the professionals’ day to day tasks.

- Student Participant

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