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.
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.
The Leadership Team
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 >
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 >
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.
Strive not to be a success, but rather to be of value.