What has changed the most in wealth management in the last 5 years?
March is Women’s History Month
Happy Women’s History Month! Women make history everyday of every month. Declared in March 1987, Women’s History Month has been designated worldwide to highlight those who have broken barriers and changed the course of history. It is also recognized in March to create...
Trailblazers of Finance – Ronald H. Brown
Ronald H. Brown was the the first black commerce secretary and chairman of the Democratic National Committee. Brown was born in Washington, D.C., and raised by middle-class parents in New York City’s Harlem neighborhood. His father managed the Theresa Hotel in...
Trailblazers of Finance – Maggie Lena Walker
Maggie Lena Walker was the first women and first African American to charter a U.S. bank - St. Luke Penny Savings Bank in 1903. Maggie was born into poverty on July 15, 1864, in Richmond, Virginia, to parents who worked in the mansion of the abolitionist...
Envestnet Institute On Campus Recognized by Money Management Institute’s Opening Doors Breaking Barriers Award
Feb. 16, 2022 We are honored to announce that we won the Money Management Institute’s Opening Doors Breaking Barriers Award! This award recognizes the demonstrable progress in diversity, equity, and inclusion through leadership, innovation, and deep, proactive...
Trailblazers of Finance – Azie Taylor Morton
Azie Taylor Morton is distinguished as the first and only African American ever to hold the post of Treasurer of the United States. She was born in Dale, TX on a small farm. During her youth, she worked in the cotton fields. There was no high school for...