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.

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.


View the Annual Report 


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

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.

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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, 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

Wheelhouse Analytics


Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.

~Barack Obama



Strive not to be a success, but rather to be of value.
~Albert Einstein


The beautiful thing about learning is that no one can take it away from you.
~B.B. King