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 fourth annual report with data ending June 30, 2021 (academic year 2020-2021). 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
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 5,200 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.
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>
BlackRock
BlackRock (NYSE: BLK) is trusted to manage more money than any other investment firm*. Our business is investing on behalf of our clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to us.
BlackRock has world-class capabilities designed for our clients’ greatest needs, with a comprehensive range of products and services across asset classes, geographies and investment strategies. We have expertise in every region around the world, with 135 investment teams in 30 countries sharing their best thinking in order to seek better returns.
Their clients come from every corner of the globe. They are governments, companies, foundations, and millions of individuals saving for retirement, their children's educations and a better life.
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Program
Overview
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
Challenge
It’s no secret that the asset and wealth management industry has a
TALENT CHALLENGE.
We’re addressing the issue.
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.
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>
Anand, 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.
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 >
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 >
Paul Drakeley, Managing Director, is the head of the USWA RIA & Direct National Accounts team responsible for business development and relationship management to custodians, national RIAs, TAMPs, direct investor platforms and wealthtech firms.
Prior to this role, Paul was head of National Accounts for the wirehouse channel with primary responsibility for BlackRock’s relationship with Bank of America Merrill Lynch. Paul joined BlackRock in 2010 on the iShares National Accounts team leading coverage for wirehouses, independent and regional broker-dealers.
Prior to joining BlackRock, Paul worked at the Vanguard Group as a National Accounts Executive and Regional Sales Executive responsible for national and regional broker-dealer channels for Vanguard’s ETFs and mutual funds. Previously, Paul was a fixed-income trader in Vanguard’s Brokerage Services business.
Paul prior experience includes various sales and trading and wealth management roles within Merrill Lynch and Lehman Brothers. Paul received a BS in Finance and an MBA from LaSalle University. He holds his series 7, 24, 63 and 65 FINRA licenses.
Paul resides in Chalfont, PA with his wife and four children.
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.
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 >
Disclosure,
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.
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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.
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