Envestnet Institute On Campus

Building a bridge between universities and the asset and wealth management industry

Envestnet Institute On Campus


We find college and university students with a curiosity for asset and wealth management and …


Teach Them

Provide foundational training on asset and wealth management through a self-paced eLearning environment

Teach industry acronyms and lingo

Show different career path opportunities within the industry

Prepare Them

Provide access to industry leaders through webcasts, videos, LinkedIn groups, and personal mentoring

Keep students up to date with industry advancement through additional materials, including a complementary subscription to FundFire

Help students build a personal network

Help program graduates find an internship or job

Get Them Hired

Offer students the opportunity to participate in our Resume and Internship Hub, powered by DAKDirect

Vet students to provide the industry with the best prospective employees

Act as a concierge between hiring managers and candidates

… provide the industry with diverse talent prepared to add value on day one.

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 published its first-ever Annual Report in March 2018. The program is proud to show stakeholders the success and progress of its efforts since inception in 2015.

The Envestnet Institute On Campus proudly published its Mid-Year Review in June 2018 to share the continued growth and expansion of the program. After much success since inception in 2015, the program is thrilled to show stakeholders the progress of its efforts.


View the 2018 Annual Report 

View the 2018 Mid-Year Review


Envestnet is a leading provider of integrated portfolio, practice management, and reporting solutions to financial advisors and institutions. Our open architecture platform encompasses a broad range of institutional-quality research, investment products, and advisory resources. The Envestnet Platform gives you the tools to conquer complexity and drive your success. Learn more>


Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and deliver financial services experiences in step with the way people live and work today. For more than 30 years, Fiserv has been a trusted leader in financial services technology, helping clients achieve best-in-class results by driving quality and innovation in payments, processing services, risk and compliance, customer and channel management, and insights and optimization. Fiserv is a member of the FORTUNE® 500 and has been named among the FORTUNE Magazine World’s Most Admired Companies® for five consecutive years, recognized for strength of business model and innovation leadership. Learn more>


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.

Learn more>

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.

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Addressing The Talent

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

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,

Resume and Internship 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…

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

DAK Associates

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

Envestnet Analytics

Deirdre Kosier

Jackson National Life Insurance Company

Valerie created Valmo Ventures, which advises and invests in companies that add value both to
investors and society. Learn more >
Valerie Mosley, CFA, CEO

Former Senior Vice President, Partner and Investment Strategist, Wellington Management Company, Valmo Ventures