Women in Wealth News

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...

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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...

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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...

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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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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
 
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