Envestnet Institute On Campus
A Joint Initiative By Industry Leaders
Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions.
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.
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
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
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
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