Overview for Universities

Preparing workforce-ready graduates for a career in wealth and asset management

Overview for Universities

Preparing workforce-ready graduates for a career in wealth and asset management


Universities are generally challenged keeping up with current career paths and opportunities in wealth management.


Designed to compliment traditional university coursework, practical and up-to-date knowledge makes students more employable.



Measurable return on investment.



The Envestnet Institute On Campus program provides numerous benefits to participants – including the DAK Associates Resume Hub. Jim Seuffert, chairman of the board and Jim Patrick, advisory board members, explain how the Resume Hub works and it’s advantages.

Jim Patrick; Group President of Envestnet PMC and Envestnet Institute On Campus Advisory Board Member shares his thoughts on the program.

~video recorded at Envestnet Summit; May 2019~

Jim Seuffert, Chairman of the Advisory Board for the Envestnet Institute On Campus introduces the program and why it is so beneficial.

~video recorded at Envestnet Summit; May 2018~



Program Goals Through 2021

Having 50 participating colleges and universities.

We are on track to meet this goal!

Have 5,000 students complete the program.

We are on track to meet this goal!

Have 40% women participants.

Currently, 32% of participants are women!

Have 40% minority participants.

Currently, 27% of participants are minorities!

Have 50% or more of participants enter the industry.

Since inception, 20% of located graduates have entered the industry!



Participating Universities

Bentley University

Waltham, Massachusetts

Bryant University

Smithfield, Rhode Island

Butler University

Indianapolis, Indiana

Colgate University

Hamilton, New York

College of Charleston

Charleston, South Carolina

College of the Holy Cross

Worcester, Massachusetts 

Elon University

Elon, North Carolina

Fairfield University

Fairfield, Connecticut

Fordham University

Bronx, New York

High Point University

High Point, North Carolina

Hofstra University

Hempstead, New York

Howard University

Washington, DC

Lake Forest College

Lake Forest, Illinois

Mount St. Mary's University

Emmitsburg, Maryland

Roanoke College

Salem, Virginia

Rowan University

Glassboro, New Jersey

Rutgers University

New Brunswick, New Jersey

Seton Hall University

South Orange, New Jersey

Saint Joseph's University

Philadelphia, Pennsylvania

Saint Peter's University

Jersey City, New Jersey

Stonehill College

Easton, Massachusetts

Texas A&M

College Station, Texas

Tufts University

Medford, Massachusetts

Union College

Schenectady, New York


Los Angeles, CA

University of Delaware

Newark, Delaware

University of Hartford

West Hartford, Connecticut

University of Memphis

Memphis, Tennessee

University of Miami

Coral Gables, Florida

University of New Hampshire

Durham, New Hampshire

University of Rhode Island

Kingston, Rhode Island

Universidad del Sagrado Corazón

San Juan, Puerto Rico

University of San Diego

San Diego, California

Villanova University

Villanova, Pennsylvania

Widener University

Chester, Pennsylvania


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 103,000 advisors across more than 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs, and hundreds of FinTech companies, leverage the Envestnet platform to grow their businesses and client relationships.

Learn more>


Tegra118 is an industry leading provider of software solutions to the wealth and asset management industry with a vast network of 20+ broker-dealers, 150+ asset managers,  60+ custodians and trading interfaces. Founded in 1979, Tegra118’s Unified Wealth Platform is one of few scaled wealth technology platforms providing portfolio management, trading, accounting, rebalancing and reporting for managed accounts. It also provides modular, goals-based financial planning and fee billing software for financial advisors using modern API-based open technology.

Learn more>

Jackson National Life Insurance Company

Jackson (NASDAQ: JNLI) is a leading provider of retirement products for industry professionals and their clients. The company and its affiliates offer variable, fixed and fixed index annuities designed for tax-efficient growth and distribution of retirement income for retail customers, as well as products for institutional investors. Learn more>

Fidelity Investments

Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Learn more>



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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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