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 – 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...
Q&A: How to Make 2022 Your Best Year Yet as a Financial Planner
Coryanne Hicks| Jan. 5, 2022 Learn the critical skills clients expect from their financial planners in 2022. read more>
Are advisers ready for the great wealth transfer?
Joy Brooks-Gilzeane| Nov 29, 2021 Ahead of the great wealth transfer, advisers need to be aware of the changing face of wealth, as younger, diverse clients pose a new set of challenges and opportunities. read more>
Millennials and Gen Z are a growing force in investing. The market needs to catch up
Jean Case | Nov 18, 2021 Just a few weeks ago, one of the most influential financial conferences in the world, the Milken Institute Global Conference, assembled in Los Angeles for a high-COVID-protocol, in-person gathering. But this year it seemed many of the “movers...
November is National Native American Heritage Month
Every year on November 1, Native American Heritage Month is celebrated to honor the remarkable Native Americans who have contributed a lot to improve the character of the nation. Holding its origin with a weeklong celebration during November 23–30, 1986, a...
Jean Heath, has 22 years of diverse experiences within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners. Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem. She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute on Campus Women in Wealth Management Mentorship program. In 2017, Jean was named one of Profiles in Diversity Journal Women Worth Watching. Learn More>
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